$AMD · Schwab Network · 2026-11-04
AMD本季度业绩为史上规模最大、盈利最强的一季：调整后每股收益29美元，超过预期的195；营收增长45%至133.8亿美元，其中AI数据中心营收增长97%，而游戏业务下滑约40%；指引强劲，预计第四季度营收接近170亿美元，因此业绩超预期与前景均属稳健。
逐段跳播
Nicole，这是他们历史上规模最大、利润最高的一个季度。对一家公司来说，这个标题相当扎实。调整后每股收益为每股29美元，超过预期的195，同比增长74%。
Largest and most profitable quarter in their history, Nicole. Pretty solid headline to say about a company. Uh adjusted earnings per share, $29 a share, beats the 195 expected, up 74% year-over-year.
总营收133.8亿美元，同比增长45%。同样，超出预期。AI热潮下，数据中心业务营收几乎翻倍，猛增97%。他们的增长正是来自这里。
Total revenue 13.38 billion. That's up 45% year-over-year. Again, a beat. The AI boom data center segment revenue nearly doubled, surging 97%. That's where they're getting their growth.
拖累游戏业务的是，它下降了约40%，至7730亿。
What's dragging gaming is is what what was down dropped about 40% to 773 billion.
但Lisa Sue对未来的指引相当乐观。他们说，她给出了一个极其看涨的预测，预计第四季度营收将攀升至约170亿美元。
But Lisa Sue gave a pretty glowing guidance going forward. They said um she gave an incredible bullish forecast expecting fourth quarter revenue to climb approximately to $17 billion.
所以是扎实的盈利超预期、扎实的营收超预期，以及强劲的指引。话虽如此，AMD股价今早走势反复震荡。目前只涨了4/10个百分点，但如果你看AMD隔夜的一分钟走势图，它确实在上下大幅波动。
So solid beat earnings beat, solid revenue beat, strong guidance. That said, AMD stock has been all over the board this morning. It's only up 4/10en of a percent, but if you look at the one minute charts on AMD overnight, it's been really moving on the upside and on the downside.
但AMD交出了扎实稳健的数据，Nicole。是的，而且我确实看到UBS给出700美元的目标价和买入评级，DA Davidson也将目标价上调至600。
But good solid numbers out of AMD, Nicole. Yeah, and I do see UBS have a $700 target with a buy rating and DA Davidson raised their price target up to 600.
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。