美股異動 | AMD跌近5% 遭高盛及巴萊克下調評級
格隆匯3月31日丨AMD(AMD.US)現跌4.86%,報113.42美元,總市值1846億美元。巴克萊銀行分析師Blayne Curtis將AMD(AMD.US)評級由“增持”下調至“持有”,目標價則由148美元下調至115美元。巴克萊銀行對該公司2023年的業績預期表示擔憂,該行分析師Blayne Curtis指出營收今年仍有可能增長31%,但他表示增長率在PC、遊戲和更廣泛領域可能會放緩,收購賽靈思帶來的效益在明年有可能降温。此外,Curtis還指出,AMD未來的業績增長軌跡是個大問題。在本週,高盛將AMD從其美國股票“強烈買入”名單中移除,並表示未來12個月半導體行業所處的宏觀背景更具挑戰性。
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