10/30/2024, 11:53 PM UTC
AMD：为何我正在积极加仓AMD: Why I Am Aggressively Loading Up The Truck
1、尽管AMD的业绩超过了预期，但股价在财报发布后下跌了8%，原因是第四季度展望疲软；2、AMD在2024年第三季度实现了10个百分点的收入加速，这得益于数据中心对AI芯片的强劲需求；3、自由现金流激增，毛利率同比增长3%，但第四季度展望令人失望。1. AMD's stock dropped 8% post-earnings despite beating top line estimates due to weak Q4 guidance; 2. AMD saw a revenue acceleration of 10 PP in Q3'24 driven by strong demand for AI chips from the Data Center segment; 3. Free cash flows surged and gross margins expanded 3% Y/Y, but Q4 guidance disappointed.
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