《大行報告》美銀證券上調AMD(AMD.US)目標價至120美元 評級「中性」
美銀證券發表報告,AMD(AMD.US)過去五年間已成功將旗下服務器CPU業務發展為價值逾50億美元以上的細分市場,目前佔收入貢獻達27%,認為AMD的成功很大程度上歸功於其創新設計及技術架構,與台積電強大的合作關係,以及重大競爭對手英特爾(INTC.US)的多次失誤。
該行現時預測,AMD在AI加速器市場中的份額將保持在約2%至3%,指出雖然增長強勁,但相信要至2025年才見到市場規模有較大增長,預料至2025年業務佔銷售額比重約3%。
美銀對AMD下月13日即將舉行的數據中心活動看法正面,並將目標價從105美元提高到120美元,重申「中性」評級,預計活動上或將正式推出其針對雲端優化的Bergamo服務器CPU,並將透露未來如何將AI功能融入其PC、服務器CPU和GPU加速器產品組合中。
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