帅帅的爸爸
09-23
预测市盈率都90了，还合合理？那缅A也合理
为何AMD万亿市值来得合情合理
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22:15","market":"us","language":"zh","title":"为何AMD万亿市值来得合情合理","url":"https://stock-news.laohu8.com/highlight/detail?id=2669140209","media":"环球市场播报","summary":"2012 年她以高管身份加入 AMD 时，这家公司几近破产。苏姿丰掌舵之下，AMD 股价一路高歌猛进，今年市场终于充分肯定她的成绩。在科技股整体上涨行情带动下，AMD 周一股价大涨 9.9%，市值首次突破 1 万亿美元。新品发布的同时，AMD 敲定两笔重大合作。AMD 还和 Anthropic 达成深度合作，进一步扩张业务，在 AI 基础设施市场向英伟达发起冲击。AMD 同时承诺最高向 Anthropic 投资 50 亿美元，是这家芯片公司有史以来规模最大的战略投资之一。","content":"<html><body><div>\n<p> <span>AMD</span><span></span> 首席执行官苏姿丰执掌这家芯片企业的表现堪称亮眼。2012 年她以高管身份加入 AMD 时，这家公司几近破产。</p>\n<p> 2014 年正式出任 CEO 之后，苏姿丰凭借标志性的谦逊态度与对技术的热忱，彻底重塑公司，使其成为英伟达最强劲的对手。她主导完成多笔重大交易，包括收购赛灵思；还与 Meta 达成合作，未来这家社交媒体巨头最多可能持有 AMD 10% 的股份。</p>\n<p> 苏姿丰掌舵之下，AMD 股价一路高歌猛进，今年市场终于充分肯定她的成绩。</p>\n<p> 在科技股整体上涨行情带动下，AMD 周一股价大涨 9.9%，市值首次突破 1 万亿美元。该股今年迄今涨幅高达 185%，远超竞争对手英伟达 22% 的涨幅。</p>\n<blockquote>\n<p>超威半导体（AMD）：621.03 美元，+5.51（+0.90%） 数据截至美国东部时间上午 10：12：03，市场已开盘。</p>\n</blockquote>\n<p> 这家芯片厂商今年捷报频传，推动股价节节走高。</p>\n<p> 本月早些时候，AMD 第二季度各项业绩全面超出华尔街预期，非 GAAP 每股收益达到创纪录的 1.66 美元，市场一致预期为 1.61 美元；总营收同比大涨 50%，创下 115 亿美元的历史新高，高于分析师预期的约 113.4 亿美元。</p>\n<p> 营收与利润双增长主要依靠数据中心板块驱动。得益于 EPYC（霄龙）服务器 CPU 与 Instinct 系列 AI 加速芯片的旺盛需求，该板块营收同比翻番以上，达到 67 亿美元。</p>\n<p> AMD 预计，2026 年下半年服务器 CPU 营收同比增长 80%，2027 年同比增长 70%；预计 2027 年数据中心整体营收实现翻倍以上增长，其中 AI 图形处理器（GPU）增速将远超 100%。</p>\n<p> AMD 同时发布新一代 AI 芯片，主力产品为 Instinct MI450 系列 GPU 以及第六代 EPYC Venice（威尼斯）CPU。基于这批新芯片，AMD 推出<strong>Helios（赫利俄斯）系统</strong>，这套一体化平台整合 GPU、CPU、网络与软件，专门用于大模型的训练与推理，直接向英伟达的 AI 统治地位发起挑战。</p>\n<p> 新品发布的同时，AMD 敲定两笔重大合作。 <span>微软</span><span></span>将于 2026 年下半年，在 Azure 人工智能服务中部署 Helios 系统。</p>\n<p> AMD 还和 Anthropic 达成深度合作，进一步扩张业务，在 AI 基础设施市场向英伟达发起冲击。 Anthropic 计划自 2027 年上半年起，在 Helios 系统中部署总功率最高 2 吉瓦的 Instinct MI450 GPU，这笔交易长期价值可达<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元。AMD 同时承诺最高向 Anthropic 投资 50 亿美元，是这家芯片公司有史以来规模最大的战略投资之一。</p>\n<p> AI 芯片的市场需求格外强劲。</p>\n<p> 苏姿丰表示：“我们正收获前期投入带来的回报。算力如今属于稀缺资源…… 我们对市场需求前景充满信心。”</p>\n</div></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=https://finance.sina.com.cn/stock/usstock/c/2026-09-22/doc-inistmev8844313.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD 首席执行官苏姿丰执掌这家芯片企业的表现堪称亮眼。2012 年她以高管身份加入 AMD 时，这家公司几近破产。\n 2014 年正式出任 CEO 之后，苏姿丰凭借标志性的谦逊态度与对技术的热忱，彻底重塑公司，使其成为英伟达最强劲的对手。她主导完成多笔重大交易，包括收购赛灵思；还与 Meta 达成合作，未来这家社交媒体巨头最多可能持有 AMD 10% 的股份。\n 苏姿丰掌舵之下，AMD 股价...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-09-22/doc-inistmev8844313.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","BK4573":"虚拟现实","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TEK":"iShares Technology Opportunities Active ETF","BK4532":"文艺复兴科技持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) 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