遭汇丰下调评级及目标价,AMD盘中大跌超5%

异动解读
08 Jan

周三,美国著名芯片制造商美国超微公司(AMD)今日盘中股价大幅下跌超过5%,引发了市场的广泛关注。

导致这一股价暴跌的主要原因包括:汇丰银行将AMD的投资评级从"买入"下调至"减持",并将目标价从200美元大幅下调至110美元。汇丰银行分析师表示,他们认为AMD的人工智能GPU路线图竞争力不如之前预期那么强,这可能会影响其在这一关键领域的市场渗透率。

和AMD一样,半导体概念股今日普遍走跌。纳威半导体、Wolfspeed、MaxLinear、超微电脑等公司股价均出现不同程度下跌。市场担忧通胀以及美联储加息的预期升温,也加剧了科技股的下行压力。

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