获小摩上调评级及目标价，超微电脑收涨近8%
本周五（3月21日）， 超微电脑 收涨7.8%，报42.15美元。摩根大通将超微电脑评级从”减持“上调至”中性“；将目标价从35美元上调至45美元。
摩根大通分析师Samik Chatterjee表示，陷入困境的人工智能服务器制造商超微电脑受惠于英伟达Blackwell晶片出货量增加，预期超微电脑股价可能有约15%的上升潜力。
Samik Chatterjee称，超微电脑已经度过与美国证券交易委员会(SEC)待审文件相关的不确定性，加上Blackwell服务器的需求已经显著高于上一代产品，平均售价的提高亦为超微电脑收入增长带来额外好处，并将超微电脑2026财年收入预测上调50亿美元至390亿美元，即同比增长65%。
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