美银将AMD目标价从620美元上调至720美元并重申买入评级，理由是AI工作负载推动对CPU密集型云基础设施的需求上升。
逐段跳播
我们先来看看AMD，Lisa Su这周来过这里，对吧？你和Melania一起在台上，参加了这里举办的“Women in Business”论坛。
Let's take a look at AMD first, Lisa Su was here this week, wasn't she? You were on the platform with Melania and the " Women in Business" panel that was held here.
我们的焦点已转向AMD。我们今天获得了美国银行对AMD的正面推荐，或者说是正面的确认以及目标价上调。这些股票目前上涨近0.9%，在早盘交易中获得了一些动能。
Our focus has shifted to AMD. We have a positive recommendation, or rather a positive confirmation and price target increase from Bank of America for AMD today. The stocks are now up by nearly 9/10 of a percent, gaining some momentum in early trading.
美国银行将其目标价从620上调至720。这意味着较昨日收盘水平有超过10%的潜在上涨空间。他们给出“买入”评级，并已重申对AMD股票的这一评级。
Bank of America raised its target price to 720, up from 620. This implies a potential upside of over 10% from yesterday's closing levels . They have a " buy" rating, and they have reaffirmed this rating for AMD shares.
这在很大程度上与Anthropic和Akamai的交易有关。为什么这对AMD重要？这意味着他们需要更强的算力。
A large part of this relates to the Anthropic and Akamai deal. Why is this important for AMD? This means they need greater computing power.
美国银行认为这笔交易证明，代理式AI时代可能会提振对CPU密集型云基础设施的需求。鉴于AMD在中央处理器（CPU）市场的强大地位，这显然会使其受益。
Bank of America sees the deal as evidence that the era of proxy AI may boost demand for CPU- intensive cloud infrastructure . This will obviously benefit AMD given its strong presence in the central processing unit (CPU) market.
换句话说，人工智能工作负载的不断增加将把机会扩展到GPU供应商之外，因此从美国银行的角度看，投资逻辑是AMD将从这一转变中受益。
In other words, the increasing workload of artificial intelligence will expand opportunities beyond just GPU providers , so the investment thesis from Bank of America's perspective is that AMD will benefit from this shift .
所以，他们再次上调了目标价。他们还将AMD 2027年的盈利预期上调了2%，2028年上调了3%。正如你提到的，Nicole，这对Lisa Su来说是重要的一周。本周早些时候，她与第一夫人一同作为团队成员来到交易所敲响开盘钟，此前一晚她参加了特朗普总统与中国国家主席习近平的国宴。
So, once again, they raise their target price. They also raised AMD's earnings estimates by 2% for 2027 and 3% for 2028. It's a big week, Nicole, as you mentioned, for Lisa Su.
She was here at the stock exchange ringing the opening bell earlier this week as part of the group alongside the First Lady, following last night's state dinner with President Trump and Chinese President Xi Jinping.
这个频道对 $AMD 的历次判断
Schwab Network 在这只股票上共 8 条判断，这里只列相邻的几条。