《大行報告》富瑞上調AMD(AMD.US)目標價至100美元 評級「買入」
富瑞發表報告指,AMD(AMD.US)對今年第二季收入指為53億美元,較市場預期低,意味著其每股盈測達0.57美元,亦低於市場預期;預料個人電腦及客戶業務按季上升,而遊戲及嵌入式產品則料呈溫和的按季下跌。
該行認為,AMD電腦業務表現不佳,主要是企業業務較弱,而低於預期的非中央處理器(non-CPU)收入略回升。該行相信,公司出貨量低於消耗量、模型收入及次季按年收入增長見底,並隨下半年回升。
富瑞將AMD目標價由90美元上調至100美元,維持「買入」評級。(ca/w)
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