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美股異動丨AMD大跌8%,AI芯片銷量展望遜預期
格隆匯 05-01 22:35
美國超微公司(AMD.US)大跌8%報145.63美元。消息面上,AMD公佈財報顯示,第一財季營收55億美元,略高於分析師預期的54.5億美元;第一財季調整後每股收益0.62美元,分析師預期0.61美元。公司預計第二財季營收54億美元至60億美元,分析師預期57.2億美元。不過,公司預計MI300系列芯片今年將產生約40億美元的收入,雖然高於之前預測的35億美元,但遠遜競爭對手英偉達,且一些分析師的最高期望值是80億美元。

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