大行评级丨高盛：维持AMD“中性”评级，今年数据中心业务将保持稳健增长动能_老虎社区_美港股上老虎

大行评级丨高盛：维持AMD“中性”评级，今年数据中心业务将保持稳健增长动能

格隆汇10:25

高盛发表研报指，在服务器市占率提升、MI400系列产品量产推动下，AMD的数据中心业务将在今年持续保持稳健增长动能。但因集团在AI基础设施建设方面投入大量软体和系统资金，认为其短期营运杠杆有限。高盛维持对该股“中性”评级及目标价210美元。若高盛在未来几季对收入来源与执行时间表有更大信心，可以考虑转为更积极的看法。该行又将集团2026至2028年的每股盈利预测平均下调4%，主要反映营收较预期高，但营运支出也高于其先前假设的情况。

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