21世纪经济报道记者骆轶琪 广州报道在美股AI芯片概念股受DeepSeek影响而开始调整后,芯片巨头发布的业绩和短期展望就更受关注。这些厂商如何看待新的技术趋势和挑战?当地时间2月4日,AMD(超威公司)发布第四季度财报显示,期内实现收入77亿美元,毛利率为51%,净利润4.82亿美元。2024年全年营收达到创纪录的258亿美元,毛利率49%。其中数据中心业务成为支撑公司50%业绩的核心。AMD在...
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