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Monkey D luffy
06-05

屎都跌出来了

多家机构上调AMD评级看好Agentic AI时代CPU需求爆发

在AMD公布超预期的第一季度财报及强劲的第二季度指引后，高盛、伯恩斯坦及交银国际等多家机构近期纷纷上调其评级与目标价，核心逻辑均指向Agentic AI驱动的CPU需求正成为公司新的增长引擎。其核心逻辑在于，Agentic AI正成为服务器CPU市场的“中期顺风”，AMD将是企业端采用浪潮中的“超额受益者”。华泰证券在近期报告中指出，Agentic AI时代下，CPU在AI基建中的重要性显著增强，GPU/CPU配置比正从此前的4：1或8：1向1：1演进。

多家机构上调AMD评级看好Agentic AI时代CPU需求爆发

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href=https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakmqh2688001.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AMD公布超预期的第一季度财报及强劲的第二季度指引后，高盛、伯恩斯坦及交银国际等多家机构近期纷纷上调其评级与目标价，核心逻辑均指向Agentic AI驱动的CPU需求正成为公司新的增长引擎。\n　　AMD第一季度财报显示，公司营收达102.5亿美元，每股收益1.37美元，分别超出华尔街预期的99亿美元和1.28美元。更令市场振奋的是，公司对第二季度的营收指引高达112亿美元，远高于市场预期的105...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakmqh2688001.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4543":"AI","AMD":"美国超微公司","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","DAMD":"2倍做空AMD ETF-Defiance","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) 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Venice于下半年上线，数据中心CPU收入或在2026年下半年同比上升超过70%。与此同时，Instinct GPU系列正处于出货爬坡期，下半年MI450将进入大规模放量阶段，CPU与GPU双引擎正在协同放大公司的成长空间。\n　　汇丰研究则在乐观中保持审慎，将AMD目标价从340美元上调至380美元，维持“持有”评级，认为2026年下半年因供应链产能限制，盈利仍存在一定下行风险。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"AMDS":0.6,"AMD":1.98,"AMDW":0.6,"AMDG":0.6,"AMDY":0.6,"AMDL":0.6,"AMDU":0.6,"AMUU":0.6,"DAMD":0.6,"AMDD":0.6,"AMYY":0.6}},"isVote":1,"tweetType":1,"viewCount":98,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}