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《大行報告》富瑞下調AMD(AMD.US)目標價至130美元 重申「買入」評級
阿思達克 11-02 09:35
富瑞發表報告指,AMD(AMD.US)第三季銷售收入58億美元,高市場預期1.8%;毛利率51.1%,較市場預期高出20點子;每股盈利70美仙,較市場預期高出2.5%;惟第四季每股盈利展望76美仙,則較市場預期的89美仙低出14%,主要因為集成晶片FPGA及數據中心業務較為疲弱,但公司預期AI晶片MI300明年交付收入達20億元美元,高於市場預期的介乎10億至15億美元,消息屬正面驚喜,亦令該行對於AMD在數據中心AI市場滲透的能力更樂觀。 該行認為AMD繼續保持產品組合的執行能力,在競爭中維持市場領導地位,在伺服器、個人電腦及筆記本型電腦市場提升佔有率,豐富產品組合推動毛利率改善,維持「買入」評級。目標價由145美元下調至130美元。
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