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← @文基起舞

$AMD

BULLISH2026-05-05
Price around the call
↑ 2026-05-05
By horizon✓ hit+10.2%
1d
✗ -2.8%
5d
✓ +4.6%
21d
✓ +10.2%
Original post
文基起舞 · 2026-05-05

$AMD(AMD)$ CUP市场的长期指引给的好2026年第一季度,营收103亿美元,同比增长38%;调整后EPS1.37美元,同比增长43%。数据中心业务收入达 58 亿美元,同比增长 57%,这主要得益于市场对 AMD EPYC™️ 处理器的强劲需求以及 AMD Instinct™️ GPU 出货量的持续增长。AMD表示,预计到2030年,CPU市场年增长超过35%。预计公司第二季度CPU收入增长超过70%。面向Meta的芯片出货按计划将于今年下半年启动。

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