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Zhitong
2024.03.11 05:48

Melius Research 分析师：AMD 有望重演去年英伟达订单激增现象 将其目标价调升至 265 美元

Melius Research 分析师 Ben Reitzes 表示，华尔街一直将 AMD 视为英伟达的主要竞争对手，目前更看好 AMD 将是 “迷你版英伟达”，其 AI 题材正迅速发酵。Reitzes 指出，英伟达去年订单激增的现象有望在 AMD 身上重演；将 AMD 2024 年的 AI 芯片营收上修至 52 亿美元，并将 2025 年、2026 年的 AI 营收分别大幅调升至 95 亿美元和 140 亿美元。Reitzes 给予 AMD“买进” 评级，并将目标价从 192 美元调升至 265 美元。
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