3月27日 - ** 芯片制造商Advanced Micro Devices AMD.O股价盘前下跌2.74%至107.17美元，此前Jefferies将其评级从 "买入 "下调至 "持有"。
** 券商认为AMD在人工智能领域的牵引力有限，并认为英特尔INTC.O的竞争加剧
** 据四位熟悉内情的消息人士称，本月早些时候，台积电2330.TW向 (link) AMD和其他芯片制造商提出入股一家合资企业，该企业将运营英特尔的工厂。
** 券商称，根据其专有数据，英伟达NVDA.O的H200芯片在实际测试中表现优于AMD的MI300x人工智能芯片；预计与英伟达的旗舰产品Blackwell和Rubin芯片存在类似的性能差距
** 杰富瑞将 AMD 的预期评级从 135 美元下调至 120 美元
** 分析师的平均评级相当于 "买入"；PT 中值为 140 美元--数据由 LSEG 编制
** 股价年初至今下跌约8.7%，而标准普尔500半导体指数.SPLRCELCS下跌约14
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