Advanced Micro Devices (AMD -1.96%), the popular chipmaker more commonly referred to as AMD, has been off to a sluggish start to 2025. Heading into trading this week, the stock had declined by 9% since January. But with some phenomenal long-term prospects, thanks to its artificial intelligence (AI) chips, could this be a millionaire-making investment?The launch of new AI chips last year and some improved results could give investors reason to be more optimistic about the potential for the stock to deliver s ...

公司概况 - 公司专注于CPU和GPU设计 自1969年成立以来持续发展 目前拥有四大芯片业务板块 [4] - 数据中心业务占比最大 2025年Q1贡献50%营收 该板块同比增长57% [5] - 客户端业务占30%营收 Q1同比增长68% 主要得益于Zen 5 Ryzen处理器需求 [6] - 嵌入式业务占11%营收 游戏业务占9% 后者为索尼PlayStation和微软Xbox提供芯片 [6][7] 财务表现 - 2025年Q1总营收74亿美元 同比增长36% 显著高于2024年Q1的2%增速 [10] - 净利润达7.09亿美元 远超去年同期的1.23亿美元 成本增速低于收入增速 [10] - Q2营收指引71-77亿美元 中值对应27%同比增长 增速略低于Q1 [11] - 当前市盈率85倍 因前期盈利较低 但前瞻市盈率降至29倍 [12] 业务动态 - 数据中心和客户端业务合计占比超80% 受益于AI革命和芯片需求激增 [8] - 嵌入式业务Q1营收仅下滑3% 出现需求复苏迹象 [8] - 游戏业务Q1营收下跌30% 但跌幅较往年收窄 行业低谷可能见底 [9] 股价与估值 - 股价较2024年初历史高点仍低50% 但自4月低点已反弹50% [11] - 当前估值具有吸引力 前瞻市盈率29倍 结合增长前景被视为低估 [12][13] - 业务全面改善迹象显现 包括数据中心持续增长和嵌入式业务可能复苏 [14]

Tepper's net-selling activity in AI stocks may have to do with more than just simple profit-taking.Wall Street runs on information, and investors rarely have to look too far for market-moving data. Everything from President Donald Trump's ever-changing tariff and trade policy to earnings season provides clues to investors about the current and future health of corporate America and the U.S. economy.But one of the most-telling of all data releases occurred roughly two weeks ago, on May 15. This was the deadl ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Nvidia (NASDAQ: NVDA) has just reported no less than $44.06 billion in revenue for the previous quarter and is up 6% premarket. April 28, 2024April 27, 2025Revenue$26.04 billion$44.06 billionOperating income$16.9 billion$21.6 billionDiluted earnings per share$0.60$0.76While NVDA shareholders are undoubtedly throwing their hats into the air, investors in other artificial intelligence (AI) companies also have much to look forward to, as a number of Nvidia’s competitors and clients are likely to see a surge in ...

To say the least, Advanced Micro Devices (NASDAQ: AMD ) (TSX: AMD:CA ) didn't start 2025 on the best note, with the stock currently down around 5% on a year-to-date basis, but falling as much as 65% from its all-time high of $227/share, driven lower byI’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on h ...

The main growth factor for Advanced Micro Devices, Inc. (NASDAQ: AMD ) and Nvidia Corporation (NASDAQ: NVDA ) remains the data center market, fueled by the development of AI technologies. And if for NVDA the gaming marketAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ) wa incorporated in the semiconductors industry and recently joined the data center industry. The company's key segments are Data Center, Client, Gaming, and Embedded. Revenues from the U.S. is approximately 34% and the rest from the internationalI am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong background in finance and risk analysis. I hold an MSc in Applied Risk Management from the University of Athens and have complete ...

公司收购动态 - AMD收购专注于硅光子产品开发的初创公司Enosemi 交易条款未披露[1] - 这是AMD在49亿美元收购ZT Systems后的首笔收购 此前已以30亿美元出售ZT Systems的服务器制造业务[4] - Enosemi联合创始人Ari Novack已加入AMD担任硅设计工程研究员[3] 技术布局 - 硅光子技术利用光子传输数据 比传统电信号传输更快更高效 AMD等芯片厂商对该技术兴趣日益增长[1] - 被收购方Enosemi专长于光子集成电路研发 产品包括数据中心内部的光学互连组件[2] - 此次收购将加速AMD面向AI系统的共封装光学技术创新[2] 行业趋势 - AI模型复杂度提升推动对高效数据传输方案的需求 AMD预计2024年AI芯片收入达50亿美元[4][2] - 2023年底AMD曾与多家台湾初创企业开展硅光子技术研发合作[1] 标的公司背景 - Enosemi成立于2023年 总部位于硅谷 创始团队具有半导体工程背景[2] - 被收购前获得新墨西哥Vintage基金等机构15万美元风险投资 员工规模16人[3] - 此前与AMD存在光子技术开发合作伙伴关系[2]

Advanced Micro Devices, Inc. (NASDAQ:AMD) TD Cowen’s 53rd Annual Technology, Media and Telecom Conference May 28, 2025 8:30 AM ET Company Participants Mark Papermaster - Chief Technology Officer Matt Ramsay - Vice President of Financial Strategy and Investor Relations Conference Call Participants Joshua Buchalter - TD Cowen & Company Joshua Buchalter [Call Starts Abruptly] …at TD Cowen's 53rd, got it right, Annual TMT Conference. Really pleased to be kicking it off with Mark Papermaster, CTO of AMD; and Mat ...