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梦醒时分67

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06-20

$特斯拉(TSLA)$ 一直不看好全视觉的，没有安全冗余，太不安全了😂😂

03-13

$特斯拉(TSLA)$ 特斯拉基本面还是不好，会继续下跌

03-17

$特斯拉(TSLA)$ 应该会跌到200以下

06-06

$特斯拉(TSLA)$ 昨天白天看特斯拉的日K线不太妙，有快速下探，果断忍痛割爱，虽然盈利少了很多，但还是保住了一些。今天早上一看，要是不跑，真的要亏死了。318的本，啥时候能回血啊！真是庆幸！

11-05 10:39

这是最佳上车的机会，过了这个村，就难找了啊😂😂😁😁

AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫

06-17

FSD就是智商税，把命交给机器，这得有多着急去报到才做得出啊[捂脸]

特斯拉认为完全自动驾驶已准备好进入欧洲，但监管机构表示 “没那么快”

04-10

$特斯拉(TSLA)$ 破200再考虑进场

05-12

$特斯拉(TSLA)$ 总感觉特斯拉靠画大饼🫓，销量持续下滑，用什么来支撑这么高的股价[捂脸]

04-16

关税会重创特斯拉，股价会跌到200以下。fsd面试初期，也会出现非常多的问题，也会重创股价。

04-10

今晚应该会回到开始的地方，因为整体局势并没有发生根本性的改变，只是拉高出货而已。

07-21

$英伟达(NVDA)$ 应该能一直往上冲到200左右[捂脸] [捂脸]

06-30

五月十五日开始陆续买入，持有英伟达45天了，等着腾飞，突破200😁😁

05-29

$英伟达(NVDA)$ 140才哪到哪，不到200不跑😁

08-17

$CoreWeave, Inc.(CRWV)$ 下周可以抄底了吗？[捂脸]

07-12

最让我心碎的时刻就是25年7月7日，当天亏损了将近24%，把从5月开始辛苦赚的利润全部赔了进去。一切又需要从头开始了，相信自己不会被打倒的，还会重新站起来的 [捂脸] [捂脸] [强] [强]

06-06

$特斯拉(TSLA)$ 还早着呢，起码会跌到230-250之间吧。k线太难看了，得好好修复了[捂脸]

07-24

$英伟达(NVDA)$ 必须的，还等着破180呢[捂脸] [捂脸]

07-07

支持，大漂亮需要马斯克这样的清流[捂脸] [捂脸] [强] [强]

05-28

英伟达财报后会大涨，应该能涨到200以上！ [捂脸] [强] [强]

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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497374430769152","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496793580195864,"gmtCreate":1762310398707,"gmtModify":1762310401153,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203031834472792","authorIdStr":"4203031834472792"},"themes":[],"title":"","htmlText":"这是最佳上车的机会，过了这个村，就难找了啊😂😂😁😁","listText":"这是最佳上车的机会，过了这个村，就难找了啊😂😂😁😁","text":"这是最佳上车的机会，过了这个村，就难找了啊😂😂😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496793580195864","repostId":"1108664709","repostType":2,"repost":{"id":"1108664709","kind":"news","pubTimestamp":1762296305,"share":"https://www.laohu8.com/m/news/1108664709?lang=&edition=full","pubTime":"2025-11-05 06:45","market":"us","language":"zh","title":"AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1108664709","media":"华尔街见闻","summary":"AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。营收指引未能打动投资者近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。","content":"<html><head></head><body><blockquote><p>AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2add249290dd0105b9e558640f0a5a31\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。</p><p style=\"text-align: justify;\">以下是AMD第三季度财报要点：</p><p style=\"text-align: justify;\"><strong>主要财务数据：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收：</strong>AMD第三季度营收为92.46亿美元，去年同期为68.19亿美元，同比增长36%，高于分析师预期的87.4亿美元。</p><p style=\"text-align: justify;\"><strong>毛利：</strong>AMD第三季度毛利为47.80亿美元，去年同期为34.19亿美元，同比增长40%；毛利率为52%，较去年同期提升2个百分点。</p><p style=\"text-align: justify;\"><strong>运营利润：</strong>AMD第三季度运营利润为12.70亿美元，去年同期为7.24亿美元，同比增长75%；</p><p style=\"text-align: justify;\"><strong>净利润：</strong>AMD第三季度净利润为12.43亿美元，去年同期为7.71亿美元，同比增长61%。</p><p style=\"text-align: justify;\"><strong>每股收益：</strong>AMD第三季度每股收益为0.75美元，去年同期为0.47美元。非GAAP口径下每股收益为1.20美元，去年同期为0.92美元，同比增长30%，高于分析师预期的1.17美元。</p><p style=\"text-align: justify;\"><strong>资本开支：</strong>AMD第三季度三季度资本开支2.58亿美元，高于预期的2.197亿美元。</p></blockquote><p style=\"text-align: justify;\"><strong>分业务数据：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>数据中心业务：</strong>数据中心业务部门营收为43亿美元，同比增长22%，超过分析师预期的41.4亿美元。主要受第五代AMD EPYC™处理器和AMD Instinct MI350系列GPU的强劲需求带动。</p><p style=\"text-align: justify;\"><strong>客户与游戏业务：</strong>客户端与游戏业务部门营收为40亿美元，同比增长73%，超过分析师预期的26亿美元。</p><ul style=\"\"><li><p>客户端业务营收创下28亿美元的新纪录，同比增长46%，主要受Ryzen™处理器创纪录销量和产品组合优化带动，高于分析师预期的26亿美元。</p></li><li><p>游戏业务营收为13亿美元，同比增长181%，得益于半定制业务收入提升以及对Radeon™游戏GPU的强劲需求，高于分析师预期的11亿美元。</p></li></ul><p style=\"text-align: justify;\"><strong>嵌入式业务：</strong>嵌入式业务部门营收为8.57亿美元，同比下降8%。</p></blockquote><p style=\"text-align: justify;\"><strong>第四季度业绩指引：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收：</strong>AMD预计营收约为93亿-99亿美元，分析师平均预期92.1亿美元。以该营收区间的中值计算，同比增长约25%，环比增长约4%。</p><p style=\"text-align: justify;\"><strong>毛利率：</strong>非GAAP口径的毛利率预计约为54.5%，与分析师预期持平。</p></blockquote><h2 id=\"id_560136813\">营收指引未能打动投资者</h2><p style=\"text-align: justify;\">近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。<strong>媒体称，作为人工智能芯片市场上唯一能与英伟达（Nvidia）抗衡的主要竞争者，AMD在今年股价暴涨、市场预期大幅升温之后，公布的营收展望未能打动投资者。</strong></p><p style=\"text-align: justify;\">AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。虽然分析师平均预估为92亿美元，但部分最高预期曾达到99亿美元。</p><p style=\"text-align: justify;\">在与OpenAI和甲骨文（Oracle）达成重磅合作协议后，投资者大举押注AMD。这两家公司计划在建设人工智能算力体系中使用AMD芯片。市场希望AMD能借此撼动英伟达在AI处理器市场上的长期主导地位。</p><p style=\"text-align: justify;\">不过，媒体表示，周三公布的业绩展望显示，AMD兑现市场期待的速度可能会比部分投资者预想的更慢。</p><p style=\"text-align: justify;\">财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8188934aba59ee33d9b438c1377d678e\" title=\"\" tg-width=\"910\" tg-height=\"567\"/></p><p style=\"text-align: justify;\">在声明中，首席执行官苏姿丰（Lisa Su）表示，随着AMD希望借助AI推动营收和盈利增长，这份成绩单标志着“我们的增长轨迹正在明显提升”。</p><blockquote><p style=\"text-align: justify;\">“我们交出了一份非常亮眼的季度成绩单，创纪录的营收和盈利反映出市场对我们高性能EPYC和Ryzen处理器以及Instinct AI加速器的广泛需求。我们第三季度的创纪录表现和强劲的第四季度业绩指引，清晰表明我们的增长正在加速，随着我们计算业务的扩大与数据中心AI业务的快速增长，将带来显著的营收和盈利提升。”</p></blockquote><h2 id=\"id_4074734925\">近期达成多项协议</h2><p style=\"text-align: justify;\">AMD近期与OpenAI、甲骨文及美国能源部（US Department of Energy）达成的合作协议，反映出市场对其MI系列AI加速器兴趣显著上升。这类产品正面竞争英伟达芯片，被用于数据中心创建和运行AI服务。</p><p style=\"text-align: justify;\">上个月，AMD与OpenAI签署协议，将向其提供最多6吉瓦（GW）的GPU算力，用于其AI数据中心。作为交换，OpenAI同意购买最多1.6亿股AMD股票，约占公司10%的股份。该数据中心使用的是AMD最新一代MI450处理器，该产品预计将于明年发布。</p><p style=\"text-align: justify;\">而根据与甲骨文的协议，AMD将向其云数据中心部署最多5万颗GPU。</p><p style=\"text-align: justify;\">AMD亦是PC和服务器领域最大的图形芯片和中央处理器供应商之一。上月，竞争对手英特尔（Intel）曾表示，市场对新一代支持AI的笔记本电脑和企业服务器需求强劲。AMD在这些关键领域正持续蚕食这位长期对手的市场份额。</p><p style=\"text-align: justify;\">此外，AMD还为美国能源部在橡树岭国家实验室（Oak Ridge National Laboratory）建设的两台超级计算机提供芯片。这两套系统建成后预计将代表10亿美元的公共与私人投资。</p><p style=\"text-align: justify;\">但AMD仍落后于英伟达，后者掌控了大部分AI市场，市值近期突破5万亿美元。相比之下，AMD的市值约为4180亿美元。</p><h2 id=\"id_2669049461\">分析师：对英伟达的替代需求仍在</h2><p style=\"text-align: justify;\">摩根士丹利分析师Joseph Moore在研报中写道，AMD的MI450芯片和机架级产品将是公司未来增长战略的重要组成部分。</p><p style=\"text-align: justify;\">Moore在AMD公告发布前曾表示：</p><blockquote><p style=\"text-align: justify;\">“AMD计划明年开始交付的机架级解决方案至关重要，我们很期待公司会取得怎样的成果。”</p><p style=\"text-align: justify;\">“现在判断市场份额还为时过早，虽然与OpenAI的协议显然具有加速作用，但要通过云厂商推动这6吉瓦算力落地仍存在一定不确定性。最终，要实现市场份额提升，公司需要提供比英伟达更高的投资回报率，而客户仍对此提出疑问，因为AMD在机架密度方面较低，同时生态系统问题仍待解决。”</p></blockquote><p style=\"text-align: justify;\">D.A. Davidson分析师Gil Luria表示：</p><blockquote><p style=\"text-align: justify;\">“我认为AMD正处在潜在拐点的前夕，但这取决于他们后续在运营端的执行能力，以及能否推出在规模化场景下保持高良率和高性能的芯片。<strong>如果他们能做到，订单就在那儿，市场对英伟达替代方案的需求很强。”</strong></p></blockquote><p style=\"text-align: justify;\">另一方面，作为AMD的重要云客户之一，亚马逊（Amazon）在周二提交的文件中披露，截至9月30日已出售其持有的全部822,234股AMD股票。亚马逊是在第一季度期间建立该头寸的。</p></body></html>","source":"lsy1700700604709","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>AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nAMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 06:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3758680><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。以下是AMD第三季度财报要点：主要财务数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758680\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3758680","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108664709","content_text":"AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。以下是AMD第三季度财报要点：主要财务数据：营收：AMD第三季度营收为92.46亿美元，去年同期为68.19亿美元，同比增长36%，高于分析师预期的87.4亿美元。毛利：AMD第三季度毛利为47.80亿美元，去年同期为34.19亿美元，同比增长40%；毛利率为52%，较去年同期提升2个百分点。运营利润：AMD第三季度运营利润为12.70亿美元，去年同期为7.24亿美元，同比增长75%；净利润：AMD第三季度净利润为12.43亿美元，去年同期为7.71亿美元，同比增长61%。每股收益：AMD第三季度每股收益为0.75美元，去年同期为0.47美元。非GAAP口径下每股收益为1.20美元，去年同期为0.92美元，同比增长30%，高于分析师预期的1.17美元。资本开支：AMD第三季度三季度资本开支2.58亿美元，高于预期的2.197亿美元。分业务数据：数据中心业务：数据中心业务部门营收为43亿美元，同比增长22%，超过分析师预期的41.4亿美元。主要受第五代AMD EPYC™处理器和AMD Instinct MI350系列GPU的强劲需求带动。客户与游戏业务：客户端与游戏业务部门营收为40亿美元，同比增长73%，超过分析师预期的26亿美元。客户端业务营收创下28亿美元的新纪录，同比增长46%，主要受Ryzen™处理器创纪录销量和产品组合优化带动，高于分析师预期的26亿美元。游戏业务营收为13亿美元，同比增长181%，得益于半定制业务收入提升以及对Radeon™游戏GPU的强劲需求，高于分析师预期的11亿美元。嵌入式业务：嵌入式业务部门营收为8.57亿美元，同比下降8%。第四季度业绩指引：营收：AMD预计营收约为93亿-99亿美元，分析师平均预期92.1亿美元。以该营收区间的中值计算，同比增长约25%，环比增长约4%。毛利率：非GAAP口径的毛利率预计约为54.5%，与分析师预期持平。营收指引未能打动投资者近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。媒体称，作为人工智能芯片市场上唯一能与英伟达（Nvidia）抗衡的主要竞争者，AMD在今年股价暴涨、市场预期大幅升温之后，公布的营收展望未能打动投资者。AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。虽然分析师平均预估为92亿美元，但部分最高预期曾达到99亿美元。在与OpenAI和甲骨文（Oracle）达成重磅合作协议后，投资者大举押注AMD。这两家公司计划在建设人工智能算力体系中使用AMD芯片。市场希望AMD能借此撼动英伟达在AI处理器市场上的长期主导地位。不过，媒体表示，周三公布的业绩展望显示，AMD兑现市场期待的速度可能会比部分投资者预想的更慢。财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。在声明中，首席执行官苏姿丰（Lisa Su）表示，随着AMD希望借助AI推动营收和盈利增长，这份成绩单标志着“我们的增长轨迹正在明显提升”。“我们交出了一份非常亮眼的季度成绩单，创纪录的营收和盈利反映出市场对我们高性能EPYC和Ryzen处理器以及Instinct AI加速器的广泛需求。我们第三季度的创纪录表现和强劲的第四季度业绩指引，清晰表明我们的增长正在加速，随着我们计算业务的扩大与数据中心AI业务的快速增长，将带来显著的营收和盈利提升。”近期达成多项协议AMD近期与OpenAI、甲骨文及美国能源部（US Department of Energy）达成的合作协议，反映出市场对其MI系列AI加速器兴趣显著上升。这类产品正面竞争英伟达芯片，被用于数据中心创建和运行AI服务。上个月，AMD与OpenAI签署协议，将向其提供最多6吉瓦（GW）的GPU算力，用于其AI数据中心。作为交换，OpenAI同意购买最多1.6亿股AMD股票，约占公司10%的股份。该数据中心使用的是AMD最新一代MI450处理器，该产品预计将于明年发布。而根据与甲骨文的协议，AMD将向其云数据中心部署最多5万颗GPU。AMD亦是PC和服务器领域最大的图形芯片和中央处理器供应商之一。上月，竞争对手英特尔（Intel）曾表示，市场对新一代支持AI的笔记本电脑和企业服务器需求强劲。AMD在这些关键领域正持续蚕食这位长期对手的市场份额。此外，AMD还为美国能源部在橡树岭国家实验室（Oak Ridge National Laboratory）建设的两台超级计算机提供芯片。这两套系统建成后预计将代表10亿美元的公共与私人投资。但AMD仍落后于英伟达，后者掌控了大部分AI市场，市值近期突破5万亿美元。相比之下，AMD的市值约为4180亿美元。分析师：对英伟达的替代需求仍在摩根士丹利分析师Joseph Moore在研报中写道，AMD的MI450芯片和机架级产品将是公司未来增长战略的重要组成部分。Moore在AMD公告发布前曾表示：“AMD计划明年开始交付的机架级解决方案至关重要，我们很期待公司会取得怎样的成果。”“现在判断市场份额还为时过早，虽然与OpenAI的协议显然具有加速作用，但要通过云厂商推动这6吉瓦算力落地仍存在一定不确定性。最终，要实现市场份额提升，公司需要提供比英伟达更高的投资回报率，而客户仍对此提出疑问，因为AMD在机架密度方面较低，同时生态系统问题仍待解决。”D.A. Davidson分析师Gil Luria表示：“我认为AMD正处在潜在拐点的前夕，但这取决于他们后续在运营端的执行能力，以及能否推出在规模化场景下保持高良率和高性能的芯片。如果他们能做到，订单就在那儿，市场对英伟达替代方案的需求很强。”另一方面，作为AMD的重要云客户之一，亚马逊（Amazon）在周二提交的文件中披露，截至9月30日已出售其持有的全部822,234股AMD股票。亚马逊是在第一季度期间建立该头寸的。","news_type":1,"symbols_score_info":{"AMD":2}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489760126394728,"gmtCreate":1760597859754,"gmtModify":1760599033991,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203031834472792","authorIdStr":"4203031834472792"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 继续看多，增长潜力巨大，应该300打底吧，明年会一飞冲天到400。客官坐好扶稳，别被抛下🚗里哈[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 继续看多，增长潜力巨大，应该300打底吧，明年会一飞冲天到400。客官坐好扶稳，别被抛下🚗里哈[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","text":"$美国超微公司(AMD)$ 继续看多，增长潜力巨大，应该300打底吧，明年会一飞冲天到400。客官坐好扶稳，别被抛下🚗里哈[捂脸] [捂脸] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489760126394728","isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489496307658936,"gmtCreate":1760532865805,"gmtModify":1760532868426,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203031834472792","authorIdStr":"4203031834472792"},"themes":[],"htmlText":"AMD这两天应该破前高了，静等佳音 [捂脸] [捂脸] [强] 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应该会跌到200以下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/414444422054184","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"肯定的啊，最快这周五","text":"肯定的啊，最快这周五","html":"肯定的啊，最快这周五"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443011585164032,"gmtCreate":1749179480386,"gmtModify":1749179481824,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203031834472792","authorIdStr":"4203031834472792"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 昨天白天看特斯拉的日K线不太妙，有快速下探，果断忍痛割爱，虽然盈利少了很多，但还是保住了一些。今天早上一看，要是不跑，真的要亏死了。318的本，啥时候能回血啊！真是庆幸！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 昨天白天看特斯拉的日K线不太妙，有快速下探，果断忍痛割爱，虽然盈利少了很多，但还是保住了一些。今天早上一看，要是不跑，真的要亏死了。318的本，啥时候能回血啊！真是庆幸！","text":"$特斯拉(TSLA)$ 昨天白天看特斯拉的日K线不太妙，有快速下探，果断忍痛割爱，虽然盈利少了很多，但还是保住了一些。今天早上一看，要是不跑，真的要亏死了。318的本，啥时候能回血啊！真是庆幸！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/443011585164032","isVote":1,"tweetType":1,"viewCount":4325,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575767161110591","authorId":"3575767161110591","name":"单车变跑车6","avatar":"https://static.tigerbbs.com/07727a3397f4e2146c511d0338c14d7c","crmLevel":5,"crmLevelSwitch":0,"idStr":"3575767161110591","authorIdStr":"3575767161110591"},"content":"就这还看k线分析，肯定亏钱","text":"就这还看k线分析，肯定亏钱","html":"就这还看k线分析，肯定亏钱"},{"author":{"id":"3513293328521142","authorId":"3513293328521142","name":"tomorrowTLRJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3513293328521142","authorIdStr":"3513293328521142"},"content":"一顿分析猛如虎，割肉还是割在了底部","text":"一顿分析猛如虎，割肉还是割在了底部","html":"一顿分析猛如虎，割肉还是割在了底部"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496793580195864,"gmtCreate":1762310398707,"gmtModify":1762310401153,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203031834472792","authorIdStr":"4203031834472792"},"themes":[],"title":"","htmlText":"这是最佳上车的机会，过了这个村，就难找了啊😂😂😁😁","listText":"这是最佳上车的机会，过了这个村，就难找了啊😂😂😁😁","text":"这是最佳上车的机会，过了这个村，就难找了啊😂😂😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496793580195864","repostId":"1108664709","repostType":2,"repost":{"id":"1108664709","kind":"news","pubTimestamp":1762296305,"share":"https://www.laohu8.com/m/news/1108664709?lang=&edition=full","pubTime":"2025-11-05 06:45","market":"us","language":"zh","title":"AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1108664709","media":"华尔街见闻","summary":"AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。营收指引未能打动投资者近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。","content":"<html><head></head><body><blockquote><p>AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2add249290dd0105b9e558640f0a5a31\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。</p><p style=\"text-align: justify;\">以下是AMD第三季度财报要点：</p><p style=\"text-align: justify;\"><strong>主要财务数据：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收：</strong>AMD第三季度营收为92.46亿美元，去年同期为68.19亿美元，同比增长36%，高于分析师预期的87.4亿美元。</p><p style=\"text-align: justify;\"><strong>毛利：</strong>AMD第三季度毛利为47.80亿美元，去年同期为34.19亿美元，同比增长40%；毛利率为52%，较去年同期提升2个百分点。</p><p style=\"text-align: justify;\"><strong>运营利润：</strong>AMD第三季度运营利润为12.70亿美元，去年同期为7.24亿美元，同比增长75%；</p><p style=\"text-align: justify;\"><strong>净利润：</strong>AMD第三季度净利润为12.43亿美元，去年同期为7.71亿美元，同比增长61%。</p><p style=\"text-align: justify;\"><strong>每股收益：</strong>AMD第三季度每股收益为0.75美元，去年同期为0.47美元。非GAAP口径下每股收益为1.20美元，去年同期为0.92美元，同比增长30%，高于分析师预期的1.17美元。</p><p style=\"text-align: justify;\"><strong>资本开支：</strong>AMD第三季度三季度资本开支2.58亿美元，高于预期的2.197亿美元。</p></blockquote><p style=\"text-align: justify;\"><strong>分业务数据：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>数据中心业务：</strong>数据中心业务部门营收为43亿美元，同比增长22%，超过分析师预期的41.4亿美元。主要受第五代AMD EPYC™处理器和AMD Instinct MI350系列GPU的强劲需求带动。</p><p style=\"text-align: justify;\"><strong>客户与游戏业务：</strong>客户端与游戏业务部门营收为40亿美元，同比增长73%，超过分析师预期的26亿美元。</p><ul style=\"\"><li><p>客户端业务营收创下28亿美元的新纪录，同比增长46%，主要受Ryzen™处理器创纪录销量和产品组合优化带动，高于分析师预期的26亿美元。</p></li><li><p>游戏业务营收为13亿美元，同比增长181%，得益于半定制业务收入提升以及对Radeon™游戏GPU的强劲需求，高于分析师预期的11亿美元。</p></li></ul><p style=\"text-align: justify;\"><strong>嵌入式业务：</strong>嵌入式业务部门营收为8.57亿美元，同比下降8%。</p></blockquote><p style=\"text-align: justify;\"><strong>第四季度业绩指引：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收：</strong>AMD预计营收约为93亿-99亿美元，分析师平均预期92.1亿美元。以该营收区间的中值计算，同比增长约25%，环比增长约4%。</p><p style=\"text-align: justify;\"><strong>毛利率：</strong>非GAAP口径的毛利率预计约为54.5%，与分析师预期持平。</p></blockquote><h2 id=\"id_560136813\">营收指引未能打动投资者</h2><p style=\"text-align: justify;\">近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。<strong>媒体称，作为人工智能芯片市场上唯一能与英伟达（Nvidia）抗衡的主要竞争者，AMD在今年股价暴涨、市场预期大幅升温之后，公布的营收展望未能打动投资者。</strong></p><p style=\"text-align: justify;\">AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。虽然分析师平均预估为92亿美元，但部分最高预期曾达到99亿美元。</p><p style=\"text-align: justify;\">在与OpenAI和甲骨文（Oracle）达成重磅合作协议后，投资者大举押注AMD。这两家公司计划在建设人工智能算力体系中使用AMD芯片。市场希望AMD能借此撼动英伟达在AI处理器市场上的长期主导地位。</p><p style=\"text-align: justify;\">不过，媒体表示，周三公布的业绩展望显示，AMD兑现市场期待的速度可能会比部分投资者预想的更慢。</p><p style=\"text-align: justify;\">财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8188934aba59ee33d9b438c1377d678e\" title=\"\" tg-width=\"910\" tg-height=\"567\"/></p><p style=\"text-align: justify;\">在声明中，首席执行官苏姿丰（Lisa Su）表示，随着AMD希望借助AI推动营收和盈利增长，这份成绩单标志着“我们的增长轨迹正在明显提升”。</p><blockquote><p style=\"text-align: justify;\">“我们交出了一份非常亮眼的季度成绩单，创纪录的营收和盈利反映出市场对我们高性能EPYC和Ryzen处理器以及Instinct AI加速器的广泛需求。我们第三季度的创纪录表现和强劲的第四季度业绩指引，清晰表明我们的增长正在加速，随着我们计算业务的扩大与数据中心AI业务的快速增长，将带来显著的营收和盈利提升。”</p></blockquote><h2 id=\"id_4074734925\">近期达成多项协议</h2><p style=\"text-align: justify;\">AMD近期与OpenAI、甲骨文及美国能源部（US Department of Energy）达成的合作协议，反映出市场对其MI系列AI加速器兴趣显著上升。这类产品正面竞争英伟达芯片，被用于数据中心创建和运行AI服务。</p><p style=\"text-align: justify;\">上个月，AMD与OpenAI签署协议，将向其提供最多6吉瓦（GW）的GPU算力，用于其AI数据中心。作为交换，OpenAI同意购买最多1.6亿股AMD股票，约占公司10%的股份。该数据中心使用的是AMD最新一代MI450处理器，该产品预计将于明年发布。</p><p style=\"text-align: justify;\">而根据与甲骨文的协议，AMD将向其云数据中心部署最多5万颗GPU。</p><p style=\"text-align: justify;\">AMD亦是PC和服务器领域最大的图形芯片和中央处理器供应商之一。上月，竞争对手英特尔（Intel）曾表示，市场对新一代支持AI的笔记本电脑和企业服务器需求强劲。AMD在这些关键领域正持续蚕食这位长期对手的市场份额。</p><p style=\"text-align: justify;\">此外，AMD还为美国能源部在橡树岭国家实验室（Oak Ridge National Laboratory）建设的两台超级计算机提供芯片。这两套系统建成后预计将代表10亿美元的公共与私人投资。</p><p style=\"text-align: justify;\">但AMD仍落后于英伟达，后者掌控了大部分AI市场，市值近期突破5万亿美元。相比之下，AMD的市值约为4180亿美元。</p><h2 id=\"id_2669049461\">分析师：对英伟达的替代需求仍在</h2><p style=\"text-align: justify;\">摩根士丹利分析师Joseph Moore在研报中写道，AMD的MI450芯片和机架级产品将是公司未来增长战略的重要组成部分。</p><p style=\"text-align: justify;\">Moore在AMD公告发布前曾表示：</p><blockquote><p style=\"text-align: justify;\">“AMD计划明年开始交付的机架级解决方案至关重要，我们很期待公司会取得怎样的成果。”</p><p style=\"text-align: justify;\">“现在判断市场份额还为时过早，虽然与OpenAI的协议显然具有加速作用，但要通过云厂商推动这6吉瓦算力落地仍存在一定不确定性。最终，要实现市场份额提升，公司需要提供比英伟达更高的投资回报率，而客户仍对此提出疑问，因为AMD在机架密度方面较低，同时生态系统问题仍待解决。”</p></blockquote><p style=\"text-align: justify;\">D.A. Davidson分析师Gil Luria表示：</p><blockquote><p style=\"text-align: justify;\">“我认为AMD正处在潜在拐点的前夕，但这取决于他们后续在运营端的执行能力，以及能否推出在规模化场景下保持高良率和高性能的芯片。<strong>如果他们能做到，订单就在那儿，市场对英伟达替代方案的需求很强。”</strong></p></blockquote><p style=\"text-align: justify;\">另一方面，作为AMD的重要云客户之一，亚马逊（Amazon）在周二提交的文件中披露，截至9月30日已出售其持有的全部822,234股AMD股票。亚马逊是在第一季度期间建立该头寸的。</p></body></html>","source":"lsy1700700604709","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>AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nAMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 06:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3758680><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。以下是AMD第三季度财报要点：主要财务数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758680\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3758680","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108664709","content_text":"AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。以下是AMD第三季度财报要点：主要财务数据：营收：AMD第三季度营收为92.46亿美元，去年同期为68.19亿美元，同比增长36%，高于分析师预期的87.4亿美元。毛利：AMD第三季度毛利为47.80亿美元，去年同期为34.19亿美元，同比增长40%；毛利率为52%，较去年同期提升2个百分点。运营利润：AMD第三季度运营利润为12.70亿美元，去年同期为7.24亿美元，同比增长75%；净利润：AMD第三季度净利润为12.43亿美元，去年同期为7.71亿美元，同比增长61%。每股收益：AMD第三季度每股收益为0.75美元，去年同期为0.47美元。非GAAP口径下每股收益为1.20美元，去年同期为0.92美元，同比增长30%，高于分析师预期的1.17美元。资本开支：AMD第三季度三季度资本开支2.58亿美元，高于预期的2.197亿美元。分业务数据：数据中心业务：数据中心业务部门营收为43亿美元，同比增长22%，超过分析师预期的41.4亿美元。主要受第五代AMD EPYC™处理器和AMD Instinct MI350系列GPU的强劲需求带动。客户与游戏业务：客户端与游戏业务部门营收为40亿美元，同比增长73%，超过分析师预期的26亿美元。客户端业务营收创下28亿美元的新纪录，同比增长46%，主要受Ryzen™处理器创纪录销量和产品组合优化带动，高于分析师预期的26亿美元。游戏业务营收为13亿美元，同比增长181%，得益于半定制业务收入提升以及对Radeon™游戏GPU的强劲需求，高于分析师预期的11亿美元。嵌入式业务：嵌入式业务部门营收为8.57亿美元，同比下降8%。第四季度业绩指引：营收：AMD预计营收约为93亿-99亿美元，分析师平均预期92.1亿美元。以该营收区间的中值计算，同比增长约25%，环比增长约4%。毛利率：非GAAP口径的毛利率预计约为54.5%，与分析师预期持平。营收指引未能打动投资者近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。媒体称，作为人工智能芯片市场上唯一能与英伟达（Nvidia）抗衡的主要竞争者，AMD在今年股价暴涨、市场预期大幅升温之后，公布的营收展望未能打动投资者。AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。虽然分析师平均预估为92亿美元，但部分最高预期曾达到99亿美元。在与OpenAI和甲骨文（Oracle）达成重磅合作协议后，投资者大举押注AMD。这两家公司计划在建设人工智能算力体系中使用AMD芯片。市场希望AMD能借此撼动英伟达在AI处理器市场上的长期主导地位。不过，媒体表示，周三公布的业绩展望显示，AMD兑现市场期待的速度可能会比部分投资者预想的更慢。财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。在声明中，首席执行官苏姿丰（Lisa Su）表示，随着AMD希望借助AI推动营收和盈利增长，这份成绩单标志着“我们的增长轨迹正在明显提升”。“我们交出了一份非常亮眼的季度成绩单，创纪录的营收和盈利反映出市场对我们高性能EPYC和Ryzen处理器以及Instinct AI加速器的广泛需求。我们第三季度的创纪录表现和强劲的第四季度业绩指引，清晰表明我们的增长正在加速，随着我们计算业务的扩大与数据中心AI业务的快速增长，将带来显著的营收和盈利提升。”近期达成多项协议AMD近期与OpenAI、甲骨文及美国能源部（US Department of Energy）达成的合作协议，反映出市场对其MI系列AI加速器兴趣显著上升。这类产品正面竞争英伟达芯片，被用于数据中心创建和运行AI服务。上个月，AMD与OpenAI签署协议，将向其提供最多6吉瓦（GW）的GPU算力，用于其AI数据中心。作为交换，OpenAI同意购买最多1.6亿股AMD股票，约占公司10%的股份。该数据中心使用的是AMD最新一代MI450处理器，该产品预计将于明年发布。而根据与甲骨文的协议，AMD将向其云数据中心部署最多5万颗GPU。AMD亦是PC和服务器领域最大的图形芯片和中央处理器供应商之一。上月，竞争对手英特尔（Intel）曾表示，市场对新一代支持AI的笔记本电脑和企业服务器需求强劲。AMD在这些关键领域正持续蚕食这位长期对手的市场份额。此外，AMD还为美国能源部在橡树岭国家实验室（Oak Ridge National Laboratory）建设的两台超级计算机提供芯片。这两套系统建成后预计将代表10亿美元的公共与私人投资。但AMD仍落后于英伟达，后者掌控了大部分AI市场，市值近期突破5万亿美元。相比之下，AMD的市值约为4180亿美元。分析师：对英伟达的替代需求仍在摩根士丹利分析师Joseph Moore在研报中写道，AMD的MI450芯片和机架级产品将是公司未来增长战略的重要组成部分。Moore在AMD公告发布前曾表示：“AMD计划明年开始交付的机架级解决方案至关重要，我们很期待公司会取得怎样的成果。”“现在判断市场份额还为时过早，虽然与OpenAI的协议显然具有加速作用，但要通过云厂商推动这6吉瓦算力落地仍存在一定不确定性。最终，要实现市场份额提升，公司需要提供比英伟达更高的投资回报率，而客户仍对此提出疑问，因为AMD在机架密度方面较低，同时生态系统问题仍待解决。”D.A. Davidson分析师Gil Luria表示：“我认为AMD正处在潜在拐点的前夕，但这取决于他们后续在运营端的执行能力，以及能否推出在规模化场景下保持高良率和高性能的芯片。如果他们能做到，订单就在那儿，市场对英伟达替代方案的需求很强。”另一方面，作为AMD的重要云客户之一，亚马逊（Amazon）在周二提交的文件中披露，截至9月30日已出售其持有的全部822,234股AMD股票。亚马逊是在第一季度期间建立该头寸的。","news_type":1,"symbols_score_info":{"AMD":2}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446864795140520,"gmtCreate":1750119563097,"gmtModify":1750119564963,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203031834472792","authorIdStr":"4203031834472792"},"themes":[],"htmlText":"FSD就是智商税，把命交给机器，这得有多着急去报到才做得出啊[捂脸]&nbsp;&nbsp;","listText":"FSD就是智商税，把命交给机器，这得有多着急去报到才做得出啊[捂脸]&nbsp;&nbsp;","text":"FSD就是智商税，把命交给机器，这得有多着急去报到才做得出啊[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/446864795140520","repostId":"2544230989","repostType":2,"repost":{"id":"2544230989","kind":"news","pubTimestamp":1750115881,"share":"https://www.laohu8.com/m/news/2544230989?lang=&edition=full","pubTime":"2025-06-17 07:18","market":"us","language":"zh","title":"特斯拉认为完全自动驾驶已准备好进入欧洲，但监管机构表示 “没那么快”","url":"https://stock-news.laohu8.com/highlight/detail?id=2544230989","media":"汽车产业前线观察","summary":"等待监管批准似乎是阻碍特斯拉 FSD在欧洲推出的主要障碍。埃隆马斯克认为，欧盟监管批准的漫长等待 “非常令人沮丧”。这是系列视频中的第二段，旨在证明该制造商认为 FSD 已准备好登陆欧洲，暗示目前仅因等待监管批准而受阻。在欧洲，自动驾驶汽车事故中的责任归属需要更明确的界定，而目前欧洲仅允许 L2 级半自动驾驶系统。梅赛德斯 - 奔驰是首家在欧盟获准启用 L3 级自动驾驶的制造商。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250617072335756v163xxips5cxlrw\"/><p><strong>等待监管批准似乎是阻碍<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> FSD（完全自动驾驶）在欧洲推出的主要障碍。特斯</strong>拉发布了第二段展示在欧洲主要城市实现 “脱手” 完全自动驾驶的视频。继巴黎之后，特斯拉如今发布了一辆汽车在罗马使用 FSD 的延时摄影 —— 罗马是出了名的难驾驶城市。</p><p>埃隆・马斯克（Elon Musk）认为，欧盟监管批准的漫长等待 “非常令人沮丧”。</p><p>特斯拉发布的<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>，一辆配备 FSD 的汽车在罗马拥挤而繁忙的街道上行驶。这是系列视频中的第二段，旨在证明该制造商认为 FSD 已准备好登陆欧洲，暗示目前仅因等待监管批准而受阻。</p><p>第一段展示欧洲 “脱手” FSD 的视频显示，该系统在巴黎运行，具体是在凯旋门附近 —— 这是一个没有车道划分、12 条繁忙道路汇入的大型环形交叉路口，对人类驾驶员而言可能是压力极大的地方。特斯拉成功导航了该环岛，仿佛在证明其已准备好应对欧洲最复杂的交通状况。</p><p>最新视频选择罗马也并非随机。这座意大利首都以其极具挑战性的交通著称： aggressive 的司机、蜂拥的摩托车、有时是鹅卵石铺就的狭窄街道，以及无尽的喧嚣。即使对经验丰富的司机来说，在罗马驾驶也颇具挑战，因此一旦 FSD 被允许在公共道路上使用，观察其在罗马等地的表现将十分有趣。</p><p>首席执行官埃隆・马斯克表达了不满，称审批耗时超过预期，并将延迟归咎于 “荷兰当局” 和 “需要欧盟批准”。他还表示，监管机构未加快流程 “非常令人沮丧”，因为至少根据特斯拉内部统计数据，使用 FSD 可将受伤风险降低至四分之一。该内部数据称，FSD 发生碰撞的概率比人类驾驶员低 10 倍。</p><p>在欧盟获得监管批准的过程较为复杂，且耗时比美国更长，部分原因在于围绕完全脱手的自动驾驶辅助系统的法律框架不同。在欧洲，自动驾驶汽车事故中的责任归属需要更明确的界定，而目前欧洲仅允许 L2 级半自动驾驶系统。</p><p>部分汽车还具备自动变道功能，但驾驶员双手离开方向盘的时间每次不得超过几秒。</p><p>梅赛德斯 - 奔驰是首家在欧盟获准启用 L3 级自动驾驶的制造商。配备 “驾驶领航”（Drive Pilot）的奔驰车辆，驾驶员可在时速不超过 59 英里（95 公里）的情况下脱手驾驶，但仅限在（广阔的）德国高速公路网络。</p><p>在宣布这一里程碑的新闻稿中，梅赛德斯解释了 “安全冗余系统架构” 的重要性。这本质上意味着转向、制动等重要功能拥有双回路，以便在其中一个回路故障时仍能继续运行。</p><p>梅赛德斯还指出，激光雷达（Lidar）是实现 L3 级驾驶的关键。我们尚不清楚这一细节是否包含监管机构的反馈 —— 监管机构倾向于认为，自动驾驶汽车除摄像头外，还应具备其他感知环境的方式。</p><p>特斯拉车辆不配备激光雷达或雷达，而是依靠摄像头阵列（以及超级计算机运行的多个神经网络）来理解周围环境及如何反应。</p><p>监管机构尚未公开表态，因此我们不清楚审批进程到了哪一步。梅赛德斯仅获准在高速公路上以远低于多数人在高速公路行驶的速度启用 L3 级功能，这暗示着让 FSD 在欧洲合法落地并非易事，也不会一蹴而就。</p><p>特斯拉的欧洲业务通过荷兰运营，其欧洲总部位于荷兰。它通过荷兰车辆管理局（RDW）对车型进行认证，以在欧盟销售，而该机构负责测试并将结果提交给欧盟审批。</p><p>在美国，特斯拉直接将 FSD 作为公开测试版推出，允许用户激活系统并在几乎任何道路上脱手驾驶。这在欧洲行不通 —— 监管机构和立法者希望先看到测试数据和安全性证明，再给予批准。</p><p>最终，上传视频并不能加快进程。FSD 几乎只在美国进行过测试、其仅依赖摄像头的方案，以及诸多需要先明确的法律影响，这些因素综合起来，意味着我们今年很可能无法在欧洲看到 FSD 落地。</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>特斯拉认为完全自动驾驶已准备好进入欧洲，但监管机构表示 “没那么快”</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特斯拉认为完全自动驾驶已准备好进入欧洲，但监管机构表示 “没那么快”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-17 07:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617072344a4ad0044&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>等待监管批准似乎是阻碍特斯拉 FSD（完全自动驾驶）在欧洲推出的主要障碍。特斯拉发布了第二段展示在欧洲主要城市实现 “脱手” 完全自动驾驶的视频。继巴黎之后，特斯拉如今发布了一辆汽车在罗马使用 FSD 的延时摄影 —— 罗马是出了名的难驾驶城市。埃隆・马斯克（Elon Musk）认为，欧盟监管批准的漫长等待 “非常令人沮丧”。特斯拉发布的视频显示，一辆配备 FSD 的汽车在罗马拥挤而繁忙的街道上...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617072344a4ad0044&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4588":"碎股","TSYW.SI":"TESLA 3xLongSG261006","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4574":"无人驾驶","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617072344a4ad0044&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2544230989","content_text":"等待监管批准似乎是阻碍特斯拉 FSD（完全自动驾驶）在欧洲推出的主要障碍。特斯拉发布了第二段展示在欧洲主要城市实现 “脱手” 完全自动驾驶的视频。继巴黎之后，特斯拉如今发布了一辆汽车在罗马使用 FSD 的延时摄影 —— 罗马是出了名的难驾驶城市。埃隆・马斯克（Elon Musk）认为，欧盟监管批准的漫长等待 “非常令人沮丧”。特斯拉发布的视频显示，一辆配备 FSD 的汽车在罗马拥挤而繁忙的街道上行驶。这是系列视频中的第二段，旨在证明该制造商认为 FSD 已准备好登陆欧洲，暗示目前仅因等待监管批准而受阻。第一段展示欧洲 “脱手” FSD 的视频显示，该系统在巴黎运行，具体是在凯旋门附近 —— 这是一个没有车道划分、12 条繁忙道路汇入的大型环形交叉路口，对人类驾驶员而言可能是压力极大的地方。特斯拉成功导航了该环岛，仿佛在证明其已准备好应对欧洲最复杂的交通状况。最新视频选择罗马也并非随机。这座意大利首都以其极具挑战性的交通著称： aggressive 的司机、蜂拥的摩托车、有时是鹅卵石铺就的狭窄街道，以及无尽的喧嚣。即使对经验丰富的司机来说，在罗马驾驶也颇具挑战，因此一旦 FSD 被允许在公共道路上使用，观察其在罗马等地的表现将十分有趣。首席执行官埃隆・马斯克表达了不满，称审批耗时超过预期，并将延迟归咎于 “荷兰当局” 和 “需要欧盟批准”。他还表示，监管机构未加快流程 “非常令人沮丧”，因为至少根据特斯拉内部统计数据，使用 FSD 可将受伤风险降低至四分之一。该内部数据称，FSD 发生碰撞的概率比人类驾驶员低 10 倍。在欧盟获得监管批准的过程较为复杂，且耗时比美国更长，部分原因在于围绕完全脱手的自动驾驶辅助系统的法律框架不同。在欧洲，自动驾驶汽车事故中的责任归属需要更明确的界定，而目前欧洲仅允许 L2 级半自动驾驶系统。部分汽车还具备自动变道功能，但驾驶员双手离开方向盘的时间每次不得超过几秒。梅赛德斯 - 奔驰是首家在欧盟获准启用 L3 级自动驾驶的制造商。配备 “驾驶领航”（Drive Pilot）的奔驰车辆，驾驶员可在时速不超过 59 英里（95 公里）的情况下脱手驾驶，但仅限在（广阔的）德国高速公路网络。在宣布这一里程碑的新闻稿中，梅赛德斯解释了 “安全冗余系统架构” 的重要性。这本质上意味着转向、制动等重要功能拥有双回路，以便在其中一个回路故障时仍能继续运行。梅赛德斯还指出，激光雷达（Lidar）是实现 L3 级驾驶的关键。我们尚不清楚这一细节是否包含监管机构的反馈 —— 监管机构倾向于认为，自动驾驶汽车除摄像头外，还应具备其他感知环境的方式。特斯拉车辆不配备激光雷达或雷达，而是依靠摄像头阵列（以及超级计算机运行的多个神经网络）来理解周围环境及如何反应。监管机构尚未公开表态，因此我们不清楚审批进程到了哪一步。梅赛德斯仅获准在高速公路上以远低于多数人在高速公路行驶的速度启用 L3 级功能，这暗示着让 FSD 在欧洲合法落地并非易事，也不会一蹴而就。特斯拉的欧洲业务通过荷兰运营，其欧洲总部位于荷兰。它通过荷兰车辆管理局（RDW）对车型进行认证，以在欧盟销售，而该机构负责测试并将结果提交给欧盟审批。在美国，特斯拉直接将 FSD 作为公开测试版推出，允许用户激活系统并在几乎任何道路上脱手驾驶。这在欧洲行不通 —— 监管机构和立法者希望先看到测试数据和安全性证明，再给予批准。最终，上传视频并不能加快进程。FSD 几乎只在美国进行过测试、其仅依赖摄像头的方案，以及诸多需要先明确的法律影响，这些因素综合起来，意味着我们今年很可能无法在欧洲看到 FSD 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