美股異動丨AMD盤前跌近5%,季度盈利略低於預期
美芯片巨頭AMD盤前跌近5%,報166.21美元。公司最新公佈的財報顯示,第二季度的營收和對本季度指引仍超出預期,不過在芯片出口限制下,其季度盈利略低於預期。財報顯示,在截至6月的第二財季中,AMD營收76.9億美元,同比增長32%,高於預期的74.2億美元;營業利潤8.97億美元,同比下降29%,低於分析師預期的9.028億美元;調整後每股收益48美分,同比下降30%,且低於市場預期的49美分。對於當前季度,AMD預計營收爲87億美元,上下浮動3億美元,而預期收益爲83億美元。對於AMD來說,美國針對其部分人工智能芯片的芯片出口管制仍然是眼前的一大難題。AMD首席執行官蘇姿豐在與分析師的電話會議上表示:“由於美國的出口限制導致AMD對中國的MI308銷售清零,AMD人工智能業務收入同比下降,我們開始向下一代過渡。”特朗普政府於今年4月限制AMD對華出口MI308芯片,該公司表示,在第二財季,MI308禁售令給公司造成了8億美元的損失。然而,該公司在7月份表示,在特朗普政府表示將批準豁免後,預計將恢復發貨。
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