Citi 将 AMD 的目标价上调至 800 美元并重申买入评级，理由是 AI 驱动的 CPU 需求；Lisa Su 已确保供应增加至 2027 年。
逐段跳播
AMD 是我们关注名单上的公司之一，就像 Nvidia 一样。是的，我们看到花旗将 AMD 股票的目标价从 575 美元上调至 800 美元。他们重申对该股的买入评级。
AMD is one of those companies that is on our radar, like Nvidia. Yes, we see Citi raising its target price for AMD stock to $800, up from $575. They reiterate their buy rating on stocks.
他们将 2030 年可销售的中央处理器（CPU）市场规模预估上调至 3000 亿美元。此前已推出多款此类个人 AI 智能体，例如“Muse”。他们认为，持续工作的智能体可能会支付大量的推理费用，而 AMD 提供的一些中央处理器将从中受益。
They have raised their estimate for the marketable central processing units (CPUs) by 2030 to $300 billion . This comes after the launch of several such personal AI agents like " Muse".
They believe that agents who work continuously may pay a significant amount of inference, which will benefit from some of the central processing units that AMD provides.
再次强调，AMD 真正为人所知的是中央处理器（CPU）领域，而在图形处理器（GPU）整体领域则不那么出名。我们现在看到 Lisa Su 实际上前往台北，与一些供应商会面，不仅是为了确保到 2026 年的供应，还要在 2027 年之前大幅增加供应，以满足人工智能的需求。
Once again , AMD is really known for the field of central processing units (CPUs) , and not so much for the field of graphics processing units (GPUs) as a whole. We now see Lisa Su actually traveling to Taipei and meeting with some suppliers not only to secure supplies until 2026, but to significantly increase them until 2027 to meet the demand for artificial intelligence.
她似乎还会见了富士康和台积电，以确保随着时间推移增加供应。因此，AMD 出现了非常强劲的走势，突破了盘整阶段，我们将观察这一动能是否会持续。但分析师们已开始跟上当前的价格走势。
It appears she also met with Foxconn and TSMC to ensure increased supplies over time. Therefore, AMD has seen a very strong move in breaking through the consolidation phase , and we will see if this momentum will continue.
But analysts have begun to keep up with the current price movement .
这个频道对 $AMD 的历次判断
Schwab Network 在这只股票上共 12 条判断，这里只列相邻的几条。