Advanced Micro Devices (AMD 0.85%) supplies some of the world's best semiconductors, including a growing portfolio of chips specifically designed to handle artificial intelligence (AI) workloads in data centers and personal computers.AMD is scheduled to report its financial results for the first quarter of 2025 on May 6. Investors can expect to learn more about the company's progress, and perhaps even receive an updated forecast from CEO Lisa Su regarding AI chip sales for 2025.The stock is currently tradin ...

文章核心观点 - AMD宣布下一代代号为“Venice”的EPYC处理器是行业首个基于台积电先进2nm（N2）工艺技术流片并投产的高性能计算产品，标志着AMD数据中心CPU路线图执行取得重大进展，“Venice”计划明年推出；同时宣布其第五代AMD EPYC CPU产品在台积电亚利桑那州新工厂成功投产和验证，彰显其对美国制造的承诺 [1] 公司合作 - AMD与台积电合作多年，双方研发和制造团队深度协作，使AMD能持续推出高性能计算领先产品 [2] - AMD是台积电N2工艺和台积电亚利桑那州Fab 21的领先高性能计算客户，双方合作推动技术扩展，带来更好性能、电源效率和良率 [2] 公司介绍 - AMD在高性能计算、图形和可视化技术领域推动创新超50年，全球数十亿人、财富500强企业和科研机构依赖其技术 [4]

Advanced Micro Devices, Inc. (NASDAQ: AMD ) has been one of the most poorly performing AI chip stocks in the last year, massively under-performing Nvidia ( NVDA ) which also sold off in a big way inAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA, INTC, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business ...

I've covered Advanced Micro Devices, Inc. (NASDAQ: AMD ) a few times in the past, most recently with an upgrade to Buy on its compelling valuation . I'll be upgrading the company again on its even betterRetail investor researching mostly semiconductors and fintech. Some general macro musings. My goal is to bring you timely and digestible research on the stocks that I cover.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other deriva ...

As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am ...

Semiconductor stocks are bouncing back, after President Donald Trump’s reciprocal tariff update notably exempted the sector. The move gave chipmakers some breathing room in an otherwise tense trade environment, with giants Advanced Micro Devices Inc (NASDAQ:AMD) and Super Micro Computer Inc (NASDAQ:SMCI) leading the charge. Advanced Micro Devices stock is up 4.4% at $97.51 ahead of the open, but still has plenty of ground to recover. Tariff pressure has taken a toll on AMD in 2025, culminating in a 22.7% ye ...

文章核心观点 - AMD股价波动大，AI炒作热度消退，投资者可关注基本面 [1] 分析师相关信息 - Julian是投资组合Best Of Breed Growth Stocks的负责人，分享大概率跑赢标普500的股票，结合成长原则和严格估值标准增加安全边际，提供独家股票选择、研究报告、交易提醒等服务 [1] - Julian Lin是金融分析师，寻找被低估且长期增长的公司，关注资产负债表和管理团队良好、增长前景长的行业公司 [1] 分析师持仓情况 - 分析师通过股票、期权或其他衍生品持有AMD股票多头头寸，且Best of Breed Growth Stocks投资组合中的所有头寸均为多头 [2]

文章核心观点 - 分析师发起对超威半导体公司（AMD）的覆盖约2个月，强调该公司是人工智能热潮中最明显的赢家之一 [1] 分析师情况 - 分析师专注于分析个股，有金融和经济学教育背景，对股市感兴趣，关注科技行业趋势，投资理念注重简单性，认为基本财务比率和指标能提供清晰见解，为Seeking Alpha写作以与全球投资者交流 [1]

文章核心观点 公司产品组合不断拓展，虽面临英伟达等竞争，但凭借客户基础、收购举措及盈利预期上升等因素，有望助力股价回升 [4][7][9] 产品动态 - 第五代 EPYC 处理器获谷歌和甲骨文采用，为谷歌云 C4D 和 H4D 虚拟机及甲骨文云基础设施计算 E6 标准形状提供支持 [1] - 公司扩展 x86 嵌入式处理器组合，最新处理器助力网络、存储和工业边缘系统更快更高效处理数据 [2] - 公司推出基于 AMD RDNA 4 图形架构的 AMD Radeon RX 9070 XT 和 RX 9070 显卡，扩展游戏产品阵容 [3] 股票表现 - 公司股价年初至今下跌 19.9%，表现逊于 Zacks 计算机与科技板块 12.6% 的跌幅和 Zacks 计算机集成系统行业 9% 的跌幅 [5] - 英伟达股价年初至今下跌 10.9% [5] 营收情况 - 2024 年公司数据中心收入约占全年收入的 50%，同比增长 69% 至 39 亿美元 [6] - 2024 年 EPYC 实例增加 27% 至超 1000 个，超大规模企业在 2024 年第四季度推出超 100 个通用人工智能实例 [6] 发展优势 - 丰富的合作伙伴基础助力公司拓展业务版图 [7] - 公司进行多笔收购，增强人工智能开发能力，同时设计和验证下一代人工智能芯片及系统 [8] 盈利预期 - Zacks 对公司 2025 年每股收益的共识预期为 4.60 美元，较过去 30 天上涨 1 美分，同比增长 38.97% [9] - 公司在过去四个季度均超 Zacks 共识预期，平均超预期幅度为 2.32% [10] Zacks 评级 - 公司目前 Zacks 评级为 3（持有） [11]

文章核心观点 公司采用严谨研究驱动方法挖掘高潜力股票，为投资者提供结合创新与高回报潜力的股票选择，助力投资者应对复杂市场并获取高回报 [1] 行业动态 - 美国总统上周三宣布美国将对部分国家加征关税，税率约为白宫计算的这些国家对美国商品征收税率的一半 [1] 公司研究 - 分析师在AMZN、GOGO、AMD、NVDA、TSM、MSFT、META等公司股票上有长期持仓 [2]