01/17/2025, 08:06 AM UTC
评估汇丰的怀疑：不合理的降级；重申对AMD的强烈买入评级Assessing HSBC's Skepticism: An Unjustified Downgrade; Reiterate Strong Buy On Advanced Micro Devices
1. AMD的人工智能GPU不如英伟达，导致估值折扣20%；2. 如果市场份额保持稳定，AMD的收益可能每年增长30%；3. 2025-27E期间AMD的PEG远低于1，表明被低估；4. 由于汇丰的降级，近期股价回调为长期投资者提供了买入机会。1. AMD's AI GPU is less competitive than Nvidia, contributing to a 20% valuation discount; 2. AMD could see 30% earnings growth annually if market share remains stable; 3. AMD's PEG is well below 1 for 2025-27E, indicating undervaluation; 4. The recent stock pullback due to HSBC's downgrade presents a buying opportunity for long-term investors.---
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