[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe3ac88da":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe3ac88da","AMD财报预测：基本面有望超预期，但股价上涨需要更大的惊喜","\u002Fdoc\u002Fdcioe3ac88da","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>最值得重视的信息是：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第一，服务器\u003C\u002Fspan>CPU\u003Cspan>市场的价格及需求明显强劲。\u003C\u002Fspan> Intel\u003Cspan>财报释放的供需信号，以及\u003C\u002Fspan>DIGITIMES\u003Cspan>对\u003C\u002Fspan>2027\u003Cspan>年\u003C\u002Fspan>AMD\u003Cspan>服务器\u003C\u002Fspan>CPU\u003Cspan>营收的预测，都支持\u003C\u002Fspan>EPYC\u003Cspan>业务仍有较大增长空间。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第二，\u003C\u002Fspan>AMD\u003Cspan>与\u003C\u002Fspan>Meta\u003Cspan>的合作正在进入实际部署阶段。\u003C\u002Fspan> Helios\u003Cspan>系统已经安装并开始测试，比单纯宣布未来采购协议更具说服力。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第三，\u003C\u002Fspan>AMD\u003Cspan>在下一代\u003C\u002Fspan>AI GPU\u003Cspan>竞争中的硬件参数地位有所改善。\u003C\u002Fspan> Nvidia Rubin\u003Cspan>部分规格下调，增加了\u003C\u002Fspan>AMD\u003Cspan>争取特定\u003C\u002Fspan>AI\u003Cspan>推理工作负载的可能性。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>但与此同时，\u003C\u002Fspan>AMD\u003Cspan>仍然面临\u003C\u002Fspan>PC\u003Cspan>业务疲软、先进制造产能紧张，以及部分机构投资者预期过高的风险。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网的核心判断是：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>如果\u003C\u002Fspan>AMD\u003Cspan>第三季度营收达到\u003C\u002Fspan>134\u003Cspan>亿至\u003C\u002Fspan>136\u003Cspan>亿美元，第四季度指引达到或超过\u003C\u002Fspan>170\u003Cspan>亿美元，同时管理层明确证明主要\u003C\u002Fspan>AI\u003Cspan>客户正进入规模化部署阶段，那么财报可能推动市场重新上调\u003C\u002Fspan>AMD\u003Cspan>增长预期。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>反之，如果\u003C\u002Fspan>AMD\u003Cspan>第三季度只是略微超预期，第四季度指引接近市场一致预期，而且管理层对\u003C\u002Fspan>2027\u003Cspan>年产能和客户部署节奏没有提供更明确的信息，股价就可能出现利好兑现后的回落。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>结论：我倾向看好\u003C\u002Fspan>AMD\u003Cspan>第三季度经营业绩小幅超预期，但是否能够成为一次高胜率的财报做多机会，关键不在第三季度\u003C\u002Fspan>EPS\u003Cspan>，而在第四季度营收指引是否达到\u003C\u002Fspan>170\u003Cspan>亿美元，以及管理层能否验证\u003C\u002Fspan>2027\u003Cspan>年高速增长的可实现性。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$INTC #\u003Cspan>美股\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>━━━━━━━━━━━━━━━━━━━━━━\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>【原创声明】\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>本文由美股投资网（\u003C\u002Fspan>TradesMax.com\u003Cspan>）研究团队原创完成。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>原创机构：美股投资网\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>英文品牌：\u003C\u002Fspan>TradesMax\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>本文基于公开财报、\u003C\u002Fspan>SEC\u003Cspan>文件、市场数据、机构资金、期权交易及产业链信息进行独立分析\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如需引用本文，请注明：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>“美股投资网（\u003C\u002Fspan>TradesMax.com\u003Cspan>）原创研究”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>━━━━━━━━━━━━━━━━━━━━━━\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAMD\u002FAMD2.jpg","2026-11-03T20:39:21","2026.11.03","2026\u002F11\u002F03",46397,[22],"AMD","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]