AMD 股价较上一季度下跌约 26%，此前该公司股价在 2024 年曾达到约 227 美元的高点，原因是投资者对该公司的 AI 芯片过于兴奋，预期过高。一些乐观的分析师一度认为，到 2024 年，仅 AI GPU 的收入就将高达 80 亿美元。

AMD expects both the data-center business and AI GPU sales to grow by strong double-digit percentages in 2025, but no ...

Shares in Advanced Micro Devices (AMD) fell after results from the company underwhelmed investors, with [slower-than-expected ...

AMD stock is down as the AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on ...

AMD (AMD) stock plunged after its weak near-term outlook on data center growth prompted analysts to cut price targets, ...

Advanced Micro Devices, Inc.'s Q4 earnings disappointed, but strong long-term fundamentals and growth potential make it a ...

Advanced Micro Devices (NASDAQ:AMD – Free Report) had its target price reduced by Susquehanna from $165.00 to $150.00 in a ...

Advanced Micro Devices (NASDAQ:AMD) recently released its Q4 earnings report, and despite surpassing earnings expectations, ...

Advanced Micro Devices (NASDAQ:AMD – Free Report) had its price target trimmed by Benchmark from $200.00 to $170.00 in a ...

不过整体来说，数据中心对AMD的支撑力愈发凸显。苏姿丰将2024年定义为AMD的变革性的一年，全年实现总营收258亿美元，毛利率49%。随着EPYC CPU处理器被广泛采用、Instinct GPU产品实现超过50亿美元年收入，公司数据中心部门的年收入几乎翻了一番。全年AMD的数据中心部门收入达126亿美元，同比增长94%。

While AMD’s PC business beat expectations, its data-center business, which includes AI accelerators, missed the mark.