美股異動|AMD盤前跌逾1% 遭多家大行下調目標價
AMD(AMD.US)盤前跌1.37%,報110.48美元。摩根士丹利發研報指,AMD季績符合預期,AI相關表現平穩,管理層未對2025年數據中心GPU業務訂立指引,預期整體缺乏上行潛力以及AI相關發展可見性不足,或會抑制投資者對其的的熱情。將今明兩年每股盈利預測下調1%及8%,目標價則從147美元降至137美元,評級為“與大市同步”。花旗亦指,公司未有提供對人工智能(AI)業務的收入指引,且今年上半年AI收入可能有所下降或持平,稀釋利潤率。 此外,鑑於去年第四季AMD和英特爾的CPU均有增長,該行估計CPU可能出現庫存積壓的風險。因此,該行將AMD的盈利預測有所下調,評級由“買入”下調至“中性”,目標價由175美元降至110美元。(格隆匯)

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