大行評級|摩根大通:AMD首季業績穩健且數據中心前景強勁 維持目標價180美元
摩根大通發表研報指,超微半導體公佈截至今年3月底止首季度業績,銷售額、利潤率及每股盈利表現均有所改善,主要由於數據中心業務按季增長,以及和PC客户季節性下跌幅度少於預期所致,惟期內嵌入式產業解決方案及遊戲相關業務表現疲軟,抵銷部分增幅。
公司預測截至6月底止第二季度收入可按季增長4%至57億美元,符合市場預期,管理層透露今年全年數據中心GPU收入可望達到40億美元以上。摩通認為,隨著下半年供應增加,相信全年目標可以達成,相關該業務前景強勁,預測數據中心GPU收入增長將自次季起加快,全年可提升至50億美元以上,並繼續從英特爾手中取得更多伺服器及PC CPU份額。摩通維持目標價為180美元不變,評級“中性”。
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