Please summarize AMD performance and compare with other chip industry. What management has talked about next quarter?@TigerGpt TigerGPT,your new investing superpower Click to learn more
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根据现有信息,以下是对您的问题的简要回答:
收益数据:在Q2 2023年收益报告中,AMD的收入同比下降18%,至54亿美元,而净利润为2700万美元。数据中心部门的收入同比下降11%,而客户部门的收入和游戏部门的收入分别同比下降54%和4%。
分析:总体而言,AMD在2023年Q2奥运会上的表现喜忧参半。该公司在人工智能、数据中心和客户端领域的增长在一定程度上被收入和游戏部门收入的下降所抵消。AMD必须继续增加在人工智能、数据中心和客户领域的投资,以抓住市场机遇,提高整体毛利率。
收益看涨期权:尽管AMD的Q2 2023收益报告喜忧参半,但该公司讨论了其人工智能路线图,这让投资者松了一口气。Bergamo和Genoa-X产品于本季度推出,该公司预计将于第三季度推出新的Bergamo平台。他们预计第三季度EPYC的收入将连续增长两位数。锐龙7000系列CPU销量大幅增长,基于其产品组合的实力和锐龙7000 CPU的增长,客户收入有望增长。
相关观点:分析师对AMD的表现前景看好,并为该股设定了较高的目标价。他们建议买入并持有,而只有一位分析师建议表现不佳。
参考文献:先进微设备公司(AMD)2023年第二季度收益看涨期权成绩单AMD最新的人工智能披露让一些分析师松了一口气,但一位分析师警告称,缺乏“规格或任何可能有助于衡量接受程度的东西”