KeyBanc上调英特尔和AMD评级，称两家公司2026年的服务器CPU基本售罄_老虎社区_美港股上老虎

KeyBanc上调英特尔和AMD评级，称两家公司2026年的服务器CPU基本售罄

智通财经01-14 00:10

周二，英特尔和AMD的股价逆市大涨。消息面上，KeyBanc Capital Markets将英特尔和AMD评级上调至“增持”，目标价分别为60美元和270美元。该行称，这两家芯片制造商2026年的服务器CPU基本售罄，这一情况源于服务器与个人电脑处理器需求超预期增长，导致芯片库存加速消耗。‌

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