格隆汇2月6日｜AMD(AMD.US)盘前跌1.37%，报110.48美元。摩根士丹利发研报指，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。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，评级为“与大市同步”。

花旗亦指，公司未有提供对人工智能(AI)业务的收入指引，且今年上半年AI收入可能有所下降或持平，稀释利润率。 此外，鉴于去年第四季AMD和英特尔的CPU均有增长，该行估计CPU可能出现库存积压的风险。因此，该行将AMD的盈利预测有所下调，评级由“买入”下调至“中性”，目标价由175美元降至110美元。(格隆汇)

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