瑞穗将AMD的目标价从180美元下调至160美元，维持“跑赢大市”评级。瑞穗表示，英伟达扩大其最新芯片的产量可能会限制AMD获得高级封装产能的能力，这是人工智能芯片供应链的一个关键瓶颈。(格隆汇)

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