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fengmsunny
10-08
oio
$汉尼汾(PH)$
h9️⃣o have beenouyyu forb
大行评级丨美银：上调AMD目标价至250美元 与OpenAI合作或令其EPS增至超15美元
fengmsunny
2019-06-26
$新浪(SINA)$ 看新浪这个走势 怕是跌到头了
fengmsunny
2019-05-17
$老虎证券(TIGR)$ 老虎财报是泄露了嘛，前一天这么惨
去老虎APP查看更多动态
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008142627a456d9c9&s=b><strong>格隆汇APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月8日｜美银证券发表研究报告指，AMD与OpenAI宣布达成长期合作，将于明年底起分阶段供应运算容量规模达6GW的芯片，而OpenAI将获得AMD最多10%股份，估算合作规模超过1000亿美元。以每GW将带来增量收入约175亿美元、EBIT利润率将介乎30%至35%计算，美银证券估算交易将令AMD的2026年底及2027年年度化每股盈利增长9%至35%；而至2030年全面部署6GW、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008142627a456d9c9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES 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forb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487083927474392","repostId":"2573917042","repostType":2,"repost":{"id":"2573917042","kind":"news","pubTimestamp":1759904340,"share":"https://www.laohu8.com/m/news/2573917042?lang=&edition=full","pubTime":"2025-10-08 14:19","market":"us","language":"zh","title":"大行评级丨美银：上调AMD目标价至250美元 与OpenAI合作或令其EPS增至超15美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2573917042","media":"格隆汇APP","summary":"格隆汇10月8日｜美银证券发表研究报告指，AMD与OpenAI宣布达成长期合作，将于明年底起分阶段供应运算容量规模达6GW的芯片，而OpenAI将获得AMD最多10%股份，估算合作规模超过1000亿美元。以每GW将带来增量收入约175亿美元、EBIT利润率将介乎30%至35%计算，美银证券估算交易将令AMD的2026年底及2027年年度化每股盈利增长9%至35%；而至2030年全面部署6GW、EBIT利润率35%时，每股盈利或能上升至超过15美元。该行维持对AMD的“买入”评级，目标价从200美元上调至250美元；另外亦维持英伟达及博通的“买入”评级，同列为AI受益者。","content":"<html><body><article><p>格隆汇10月8日｜美银证券发表研究报告指，<a href=\"https://laohu8.com/S/AMD\">AMD</a>与OpenAI宣布达成长期合作，将于明年底起分阶段供应运算容量规模达6GW的芯片，而OpenAI将获得AMD最多10%股份，估算合作规模超过1000亿美元。以每GW将带来增量收入约175亿美元、EBIT利润率将介乎30%至35%计算，美银证券估算交易将令AMD的2026年底及2027年年度化每股盈利增长9%至35%；而至2030年全面部署6GW、EBIT利润率35%时，每股盈利或能上升至超过15美元。</p><p>该行维持对AMD的“买入”评级，目标价从200美元上调至250美元；另外亦维持<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及<a href=\"https://laohu8.com/S/AVGO\">博通</a>的“买入”评级，同列为AI受益者。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大行评级丨美银：上调AMD目标价至250美元 与OpenAI合作或令其EPS增至超15美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大行评级丨美银：上调AMD目标价至250美元 与OpenAI合作或令其EPS增至超15美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 14:19 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008142627a456d9c9&s=b><strong>格隆汇APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月8日｜美银证券发表研究报告指，AMD与OpenAI宣布达成长期合作，将于明年底起分阶段供应运算容量规模达6GW的芯片，而OpenAI将获得AMD最多10%股份，估算合作规模超过1000亿美元。以每GW将带来增量收入约175亿美元、EBIT利润率将介乎30%至35%计算，美银证券估算交易将令AMD的2026年底及2027年年度化每股盈利增长9%至35%；而至2030年全面部署6GW、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008142627a456d9c9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司","AVGO":"博通","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008142627a456d9c9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2573917042","content_text":"格隆汇10月8日｜美银证券发表研究报告指，AMD与OpenAI宣布达成长期合作，将于明年底起分阶段供应运算容量规模达6GW的芯片，而OpenAI将获得AMD最多10%股份，估算合作规模超过1000亿美元。以每GW将带来增量收入约175亿美元、EBIT利润率将介乎30%至35%计算，美银证券估算交易将令AMD的2026年底及2027年年度化每股盈利增长9%至35%；而至2030年全面部署6GW、EBIT利润率35%时，每股盈利或能上升至超过15美元。该行维持对AMD的“买入”评级，目标价从200美元上调至250美元；另外亦维持英伟达及博通的“买入”评级，同列为AI受益者。","news_type":1,"symbols_score_info":{"AMD":1.5,"AVGO":0.9,"GFS":1.5,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":15599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
