AMD分析师日未宣布更多客户胜利 -- 市场动向

投资观察

11/12

0929 ET - 美国超微公司于周二举行的财务分析师日展示了公司技术路线图的进展，并讨论了与OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析师在一份研究报告中指出，此次活动并未宣布任何额外的客户胜利。尽管如此，这家芯片制造商表示预计未来几年收入将因数据中心业务的强劲需求而快速增长，预计未来三到五年复合年增长率将超过60%。AMD在盘前交易中上涨6%。 (connor.hart@wsj.com)

(结束) 道琼斯通讯社

2025年11月12日 09:29 ET (14:29 GMT)

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美国超微公司于周二举行的财务分析师日展示了公司技术路线图的进展，并讨论了与OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析师在一份研究报告中指出，此次活动并未宣布任何额外的客户胜利。尽管如此，这家芯片制造商表示预计未来几年收入将因数据中心业务的强劲需求而快速增长，预计未来三到五年复合年增长率将超过60%。AMD在盘前交易中上涨6%。 (connor.hart@wsj.com)</p>\n<p>(结束) 道琼斯通讯社</p>\n<p>2025年11月12日 09:29 ET (14:29 GMT)</p>\n<p>版权所有 (c) 2025 道琼斯公司。</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD分析师日未宣布更多客户胜利 -- 市场动向</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD分析师日未宣布更多客户胜利 -- 市场动向\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资观察 </p>\n<p class=\"h-time\">2025-11-12 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>0929 ET - 美国超微公司于周二举行的财务分析师日展示了公司技术路线图的进展，并讨论了与OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析师在一份研究报告中指出，此次活动并未宣布任何额外的客户胜利。尽管如此，这家芯片制造商表示预计未来几年收入将因数据中心业务的强劲需求而快速增长，预计未来三到五年复合年增长率将超过60%。AMD在盘前交易中上涨6%。 (connor.hart@wsj.com)</p>\n<p>(结束) 道琼斯通讯社</p>\n<p>2025年11月12日 09:29 ET (14:29 GMT)</p>\n<p>版权所有 (c) 2025 道琼斯公司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0738911758.USD","symbol_name":"Blackrock Global Equity Income A6 USD","start_time":0,"source_url":"","article_id":"1153489610","we_media_id":"1076224072","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1153489610","pubTimestamp":1762957919,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"投资观察","introduction":"关注海外资本市场一手动态","home_visible":1,"id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"0929 ET - 美国超微公司于周二举行的财务分析师日展示了公司技术路线图的进展，并讨论了与OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析师在一份研究报告中指出，此次活动并未宣布任何额外的客户胜利。尽管如此，这家芯片制造商表示预计未来几年收入将因数据中心业务的强劲需求而快速增长，预计未来三到五年复合年增长率将超过60%。AMD在盘前交易中上涨6%。 (connor.hart@wsj.com)\n(结束) 道琼斯通讯社\n2025年11月12日 09:29 ET (14:29 GMT)\n版权所有 (c) 2025 道琼斯公司。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","BLZ.SI":"爱文思控股","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4575":"芯片概念","BK6088":"石油天然气设备与服务","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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美国超微公司于周二举行的财务分析师日展示了公司技术路线图的进展，并讨论了与OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析师在一份研究报告中指出，此次活动并未宣布任何额外的客户胜利。尽管如此，这家芯片制造商表示预计未来几年收入将因数据中心业务的强劲需求而快速增长，预计未来三到五年复合年增长率将超过60%。AMD在盘前交易中上涨6%。 (connor.hart@wsj.com)\n(结束) 道琼斯通讯社\n2025年11月12日 09:29 ET (14:29 GMT)\n版权所有 (c) 2025 道琼斯公司。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}