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AMD US

9 atoms · 跨 1 天 · 首见 2026-05-05 · 最近 2026-05-05

三色: 🟦 fact 3 · 🟥 take 6 · stance ▲7/▼0/◆0

来源: X 9

时态: fresh:8 · stale:1

标签: 好数字:5 · 好观点:4 · 好信源:4

2026-05-05 · data-center CPU business growth 2026E
AMD’s data-center CPU business to grow 55%/48% YoY in 2026E/2027E
tags: 好数字·好观点 · → daily
value: qty=55% · date=2026E
2026-05-05 · data-center CPU business growth 2027E
AMD’s data-center CPU business to grow 55%/48% YoY in 2026E/2027E
tags: 好数字·好观点 · → daily
value: qty=48% · date=2027E

展开 1 条老旧 / 已过期

2026-05-05 [老旧] · target price
Buy rating, target price raised to US$465
tags: 好观点 · → daily
value: qty=US$465 · date=2026-05-05

2026-05-05 ⭐ · CoWoS capacity secured for 2027
AMD has secured 160k–180k wafers of CoWoS capacity for 2027
tags: 好数字·好信源 · → daily
value: qty=160k-180k wafers · date=2027
2026-05-05 · MI550 status
MI550 remains on track
tags: 好观点·好信源 · → daily
value: direction=on track
2026-05-05 · 2026E EPS forecast change
raise our 2026E/2027E EPS forecasts by 2%/6%
tags: 好数字 · → daily
value: qty=+2% · date=2026E
2026-05-05 · 2027E EPS forecast change
raise our 2026E/2027E EPS forecasts by 2%/6%
tags: 好数字 · → daily
value: qty=+6% · date=2027E
2026-05-05 · partnership with Anthropic
Anthropic to sign an agreement with AMD to use MI450 chips
tags: 好信源 · → daily
value: direction=MI450 chips
2026-05-05 · MI455 shipment target timing
supply chain still maintaining its target of starting shipments in mid-3Q
tags: 好信源 · → daily
value: date=mid-3Q