Lisa Su thinks the AI boom is just getting started — and the numbers back her up. On Advanced Micro Devices Inc's (NASDAQ:AMD) third quarter earnings call, the CEO said the total addressable market for AI silicon has grown beyond earlier projections, calling it "a larger opportunity" than the $500 billion estimate she floated just months ago.Track AMD stock here.From Trillions Of Tokens To Billions In SiliconSu told investors that, "from everything that we see, we see the AI compute TAM just going up," hint ...

评级与目标价调整 - HSBC Global Research分析师Frank Lee将AMD评级从"减持"上调至"持有" 目标价从75美元大幅提升至100美元 [1] - 目标价上调反映机构对该公司下行风险有限的认可 但短期基本面仍存不确定性 [6] 核心驱动因素 - 特朗普政府与沙特达成600亿美元投资协议 涵盖科技和国防领域 为AMD带来长期潜在市场机会 [2][3] - 关税压力缓解减轻了国际供应链阻力 可能在下半年改善利润率 [3] - AMD的AI芯片路线图(MI300系列)逐步在数据中心领域形成竞争力 缓解短期悲观预期 [4] 市场表现与估值 - AMD股价周二收于11456美元 单日上涨385% 近一个月累计涨幅达1885% [5] - 股价上涨受AI供应链参与度和地缘政治协同效应带来的投资者乐观情绪推动 [5] 长期发展前景 - 沙特积极扩张AI和半导体基础设施 可能显著扩大AMD的总可寻址市场 [2][3] - 尽管未给予"买入"评级 但目标价跃升表明公司长期发展叙事正在巩固 [6]