$AMD · Schwab Network · 2026-11-09
Oppenheimer 将 AMD 的评级从与市场表现相当上调至跑赢大盘，目标价 600 美元，理由是业绩强劲、服务器/数据中心业务成功以及定价有利；Freedom Broker 维持买入评级，将目标价从 460 美元上调至 620 美元，并称第三季度是 CPU 份额提升与 AI 基础设施扩张的转折点。说话者称这些是积极观察，并认为资金可能轮动至 AMD。
逐段跳播
所以今天早盘我们看到股票在下跌，但我们又一次看到了一种轮动：Nvidia 股价下跌约 4.9%，而 AMD 股价上涨约 4.3%，Microsoft 股价上涨约 2.2%。所以市场在 Nvidia 这一边是下跌的，但资金正在被重新导向别处。
So we are seeing a decline in stocks this morning, but again we are seeing a kind of rotation where Nvidia shares are selling off by about 4.9%, while we see AMD shares rising by about 4.3 %, and Microsoft shares rising by about 2.2 %.
So the market is declining with regard to Nvidia, but it is redirecting those funds elsewhere .
我们来稍微谈谈 AMD。除了在当前环境下有所上涨之外，Oppenheimer 也在围绕这只股票进行卖出操作。前景是正面的吗？最新进展如何？
Let 's talk a little about AMD. Besides making some gains in this context, there is also selling activity around this stock by Oppenheimer . Is the outlook positive? What are the latest developments ?
是的，我们看到 Oppenheimer 将该股评级上调至“跑赢大盘”，取代了此前的“与市场表现相当”，目标价为 600 美元。他们指出又一份强劲的财报、在服务器和数据中心领域不可否认的成功，并预计 AMD 有利的定价将成为公司未来发展的一个推动因素。
我们还看到 Freedom Broker 将目标价从 460 美元上调至 620 美元，同时维持该股的“买入”评级。他们重申，第三季度对他们来说将是一个重大转折点，尤其是在他们赖以成名的业务中中央处理器（CPU）的份额方面，以及他们扩展整体 AI 基础设施的能力方面。
所以有一些正面的观察，也许由于今早 Nvidia 所经历的情况带来的余波，还会出现一些轮动交易。
Yes, we see that Oppenheimer has upgraded the stock's rating to "outperform" instead of "market-like performance " with a price target of $600. They point to another strong earnings report, undeniable success in the server and data center sector , and expect AMD's favorable pricing to be a contributing factor for the company going forward.
We also see that Freedom Broker raised its target price to $620 from $460, while maintaining a "buy" rating on the stock. They reiterated that the third quarter would be a major turning point for them, particularly with regard to their share of central processing units (CPUs) in the business, which they are known for, as well as their ability to expand their overall AI infrastructure.
So there are some positive observations, and perhaps there will be some rotational trading again as a result of the fallout from what Nvidia experienced this morning.
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。