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梦醒时分67
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梦醒时分67
梦醒时分67
·
11-07
每次大跌都是上车机会，千万把握住啊[开心] [开心]
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梦醒时分67
梦醒时分67
·
11-05
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
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。
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
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梦醒时分67
梦醒时分67
·
10-16
$美国超微公司(AMD)$
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]
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梦醒时分67
梦醒时分67
·
10-15
AMD这两天应该破前高了，静等佳音 [捂脸] [捂脸] [强] [强]
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梦醒时分67
梦醒时分67
·
10-14
更看好AMD，这是一只黑马，会有意想不到的惊喜
$美国超微公司(AMD)$
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梦醒时分67
梦醒时分67
·
10-09
AI需求强劲，有些泡沫更能促进发展 [捂脸] [捂脸] [强] [强]
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梦醒时分67
梦醒时分67
·
10-06
假如嫦娥也炒股，她的重仓股是生态环境股，因为月球的生态环境太差了，没有鲜花和草坪 [捂脸]
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梦醒时分67
梦醒时分67
·
09-25
英特尔靠画大饼，维持不了多久就会灰飞烟灭 [捂脸]
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梦醒时分67
梦醒时分67
·
09-12
我猜55
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梦醒时分67
梦醒时分67
·
09-05
降息股票应该会涨，今天的回调耐人回味
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[开心] ","listText":"每次大跌都是上车机会，千万把握住啊[开心] [开心] ","text":"每次大跌都是上车机会，千万把握住啊[开心] 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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 <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":67,"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\">$美国超微公司(AMD)$ </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] [捂脸] [强] [强] ","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </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] [捂脸] [强] [强] ","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":820,"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] [强]","listText":"AMD这两天应该破前高了，静等佳音 [捂脸] [捂脸] [强] [强]","text":"AMD这两天应该破前高了，静等佳音 [捂脸] [捂脸] [强] 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