《大行》匯豐將超微半導體(AMD.US)評級上調至「持有」 目標價升至100美元
匯豐環球研究報告指,基於近期沙特AI交易及關稅緩解的影響,重置對超微半導體(AMD.US)估值。該行上調對該股今明兩年每股盈利預測2%及7%,反映今年客戶端業務預估改善及明年AI GPU收入預測修訂。對該股的2025年目標市盈率由20倍上調至26倍,目標價由75美元上調至100美元,投資評級由「減持」上調至「持有」。
報告指,該行原認爲英特爾(INTC.US)將通過加大價格壓力從AMD手中奪回客戶端業務市佔。但英特爾價格策略未對AMD產生重大影響,AMD在較高平均售價產品領域進一步獲得市佔。該行將今明兩年客戶端收入預估上調5%及9%。數據中心方面,該行認爲AMD將受益於今年和明年推出的新型AI GPU產品。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.