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《大行報告》大摩上調AMD(AMD.US)目標價至102美元 評級「增持」
阿思達克 05-02 12:37
摩根士丹利發表報告指,雲計算市場仍然疲軟,加上Meta與Amazon等近月都接連叫停數據中心項目,拖累AMD(AMD.US)經營前景,另外市場上的人工智能熱潮亦對第二季度傳統服務器支出造成負面影響。 該行指出,雲端市場目前仍在消化庫存的階段,預期第二季AMD數據中心業務將按季略升,而來自遊戲相關收入則按季微降,在市場復甦帶動下預期個人電腦相關業務將按季增長14%,但按年比較仍跌55%。 AMD即將公布業績,該行預測首季收入將達到53.17億美元,按年及按季分別下跌9.7%及5%,稍微高於市場預期,當中數據中心、客戶端及遊戲業務料按季下跌10%、5%及6%,每股盈利預測為0.57美元。至於次季,該行預測收入將達到55.17億美元,每股盈利預測0.63美元。 大摩上調AMD目標價,由87美元升至102美元,評級維持「增持」。
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