AMD股价半年回落30%,华尔街:AI芯片敌不过英伟达

英为财情
Mar 27, 2025

Jefferies周四将美国超微公司(AMD)的评级下调至持有,理由是其与英伟达AI芯片之间的性能差距扩大,以及在AI市场的有限吸引力。该投资银行还将AMD股票的目标价从135美元下调至120美元。尽管AMD的MI300x宣传的TeraFLOPs(TFLOPs)和内存带宽高于Nvidia的H200,但Jefferies的专有基准测试表明,H200"相比MI300x保持着显著的性能优势",预计"这一...

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