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AMD2023Q1-2025Q3分业务营收同比增速
AMD2023Q1-2025Q3分业务营收同比增速
行业数据
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图片格式:PNG
图片大小:201KB
图片尺寸:1100*753
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所属报告:
超威半导体(AMD.O)-美股公司研究报告:业绩超预期但难以满足市场高涨情绪-251106(9页).pdf
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AMD2023Q1-2025Q3数据中心营业利润(单位:百万美元)
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行业数据
2025-12-19
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AMD2023Q1-2025Q3分业务营收(单位:百万美元)
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行业数据
2025-12-19
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AMD2023Q1-2025Q3分业务营收占比
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行业数据
2025-12-19
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AMD2020Q1-2023Q2分业务营收占比
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行业数据
2023-09-27
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AMD2021Q1-2023Q2分业务同比增速(单位:百万美元)
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行业数据
2023-09-27
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AMD2021Q1-2023Q2分业务同比增速
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行业数据
2023-09-27
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AMD2020Q1-2023Q2数据中心业务营业利润(单位:百万美
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行业数据
2023-09-27
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2016-2023Q1AMD营业收入(亿美元/%)
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行业数据
2023-05-11
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目前,主要竞争对手英伟达 26 年 Visible Alpha 一致预期 PS 为 16.6x,芯片可比公司 26年一致预期 PS 均值为 10.3x,中位数为 8.4x。AMD 已追随英伟达脚步,发布逐年升级的AI 芯片路线图,我们看好 MI350 系列或能以硬件配置直接对标英伟达 B300,因此我们认为 AMD 有望回到 MI300 时代的高估值(23H2 最高 9.0x Forward PS)。我们维持 AMD 8.5x 26E PS,上调目标价从 265 美元到 280 美元,对应 35.3x 26E PE(前值 34.8x)。我们认为AMD的AI芯片已获得充分肯定,因此 PE应往英伟达估值靠拢(过去五年英伟达 Forward PE 介乎 30-50 倍)。重申“买入”。
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超威半导体(AMD.O)-美股公司研究报告:业绩超预期但难以满足市场高涨情绪-251106(9页).pdf
表现金流量
MI400系列在Helio平台中的ComputeTray示意
服务器x86CPU出货量市场份额
桌面端PCx86CPU出货量市场份额
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