$AMD · Schwab Network · 2026-11-02
AMD 带着极小的容错空间进入财报：10 月下跌 20%，在英特尔个人电脑业务预警后今天又跌 7.5%。分析师预期营收约 131.2 亿美元、每股收益 1.94 美元，但指引最为关键——投资者希望看到持续增长，期待第一季度营收约 160 亿美元、每股收益 2.55 美元。
逐段跳播
我们有几个标的要汇报，但AMD绝对是值得关注的一个，因为在这个财报季，我们看到大型科技公司面临比以往任何时候都更严格的审视。
We have several names to report on, but AMD is definitely one to keep an eye on, as we see big tech companies facing more scrutiny than ever this earnings season.
在Intel发出PC业务警告后，AMD遭受了重大挫折，其影响至今仍在。他们的股价在10月下跌了20%。今天他们的股价又下跌了7.5%。
AMD suffered a major setback after Intel's PC warning, and the impact still lingers. Their share price fell 20 percent in October. Today their price has dropped another 7.5 percent.
所以这份财报几乎没有容错的余地。市场分析师预计营收约为131.2亿美元，每股收益为1.94美元。
So there is very little room for error in this report. Market analysts are expecting revenue of around $13.12 billion and EPS of $1.94.
不过，业绩指引或未来预测在这里非常重要。投资者希望看到第一季度持续增长。他们预计营收约为160亿美元，每股收益为2.55美元。
However, guidance or future predictions are very important here. Investors want to see consistent growth in the first quarter. They are expecting revenue of about $16 billion and EPS of $2.55.
观察点
这个频道对 $AMD 的历次判断
Schwab Network 在这只股票上共 25 条判断，这里只列相邻的几条。