研究过AMD的财报，_老虎社区_美港股上老虎

小狗摩天轮
2023-12-21

研究过AMD的财报，个人感觉在当前整体宏观环境偏弱和半导体产业链的周期转换的背景下，参考对标企业英伟达(GPU 业务)、英特尔(CPU 业务)，同时参照彭博预测，考虑到明年 MI300 系列芯片对营收的贡献，基于大安全边际考虑，我觉得8.11（均值）-9 倍 Price/Sales 是较为合理的估值水平，给予目标价为145.09美元/股应该是合理的，对应 PS 为 8.56 倍，可以持有 $美国超微公司(AMD)$

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