【大行评级|大摩:下调AMD目标价至137美元 下调今明两年每股盈利预测】2月6日|摩根士丹利发表研报指,AMD季绩符合预期,AI相关表现平稳,管理层未对2025年数据中心GPU业务订立指引,预期整体缺乏上行潜力以及AI相关发展可见性不足,或会抑制投资者对其的的热情。大摩仍对AMD的嵌入式和服务器业务长期增长保持乐观,但考虑到市场对AI的预期仍是左右估值水平的主要因素,将今明两年每股盈利预测下调1%及8%,目标价则从147美元降至137美元,此相当预测2026财年市盈率26倍,评级为“与大市同步”。

金融界
06 Feb
2月6日|摩根士丹利发表研报指,AMD季绩符合预期,AI相关表现平稳,管理层未对2025年数据中心GPU业务订立指引,预期整体缺乏上行潜力以及AI相关发展可见性不足,或会抑制投资者对其的的热情。大摩仍对AMD的嵌入式和服务器业务长期增长保持乐观,但考虑到市场对AI的预期仍是左右估值水平的主要因素,将今明两年每股盈利预测下调1%及8%,目标价则从147美元降至137美元,此相当预测2026财年市盈率26倍,评级为“与大市同步”。

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