AMD Q4营收同比增长49%，一季度业绩指引超预期，盘后股价飙升10%

华尔街见闻2022-02-02

受服务器和个人电脑处理器的强劲需求推动，AMD第四季度营收为48.26亿美元，与上年同期的32.44亿美元相比增长49%，与上一季度的43.13亿美元相比增长12%，超出分析师预期。同时，2022财年第一季度营收约为50亿美元，上下浮动1亿美元，同比增长约45%，环比增长约4%，同样超出分析师预期。美东时间2月1日周二美股盘后，标普500成分股的芯片“新贵”AMD公布了2021财年第四季度、全年...

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锐哥来了
·2022-02-03
贊
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- 铭发:
  🍏
  2022-02-03
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Kokkeng1119
·2022-02-02
[財迷] [看漲] [看漲] [看漲] [看漲] [看漲]
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A Fisherman and the Sea
·2022-02-02
$AMD(AMD)$越來越強大了！[舉爪] [舉爪] [舉爪]
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TanWk
·2022-02-02
多謝分享
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Chen JT
·2022-02-02
good
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tummybiased
·2022-02-02
贊👍
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Su在一份声明中肯定了其一年的业绩表现：我们的每项业务都表现得非常好，在云计算和企业客户越来越多地采用AMD EPYC处理器的推动下，数据中心的收入同比翻了一番，我们预计在2022年又是一个大幅增长的年份，因为我们正在加强我们目前的产品组合，并推出我们的下一代PC、游戏和数据中心产品。四季度PC市场需求好于预期，需求强劲，供应链问题或将得到缓解此前，由于担心PC市场放缓，分析师Harsh Kumar上周下调了AMD的评级。在AMD几个月前突破160美元后，Piper Sandler将该股目标定为130美元。然而，第四季度的PC市场销售好于华尔街预期，不仅仅在微软上周公布的第四季度财报中同比增长15%的“更多个人计算”业务收入，以及苹果强劲的同比增长25%并创新高的Mac收入就能看出。行业数据也同样说明问题，据Canalys的数据，PC行业在2020年和2021年的销量强劲，销量比2019年增长 27%，达到3.41亿台。AMD从销往PC领域的CPU中获得很大一部分销售额。容纳台式机和笔记本处理器的计算和图形事业部四季度收入为26亿美元，同比增长32%，环比增长8%，受到锐龙、镭龙和AMD Instinct处理器销量增长的推动，客户端CPU和GPU平均销价（ASP）同比和环比均增长。Susquehanna金融集团的分析师Christopher Rolland预计，在个人电脑和服务器领域的推动下，AMD将取得坚实的成果。他预计，AMD对2022年的预测将反映出个人电脑增长放缓，但他认为服务器方面会有强劲实力。此外，他认为AMD在2021年的服务器处理器销售额可以达到30亿美元，同比增长超过100%。2022年科技股面临的最大风险是新冠疫情缓解带来的业务正常化。芯片行业今年面临PC销售正常化增速逐步放缓的影响，但由于供应限制阻碍了上一年的销售，有分析认为AMD不会在很大程度上受到影响。而供应链问题或许不再成为其限制，在周二下午的财报后与分析师的电话会议上，AMD的Su表示，过去四五个季度该公司一直在努力解决供应链问题，在制造能力和材料方面都进行了投资。因此，她认为该公司预计有足够的产能来满足其2022年预测的需求。一季度毛利率预计提高到50%以上，AMD股票仍然是“顶级选择”么？美国银行Global Research分析师Vivek Arya表示，他认为第四季度的业绩和AMD第一季度的指引都有\"小幅增长\"。他认为其一季度毛利率预测提高到50%以上，是由其产品结构向高端服务器和PC处理器的转变所推动的。本月，三星正式发布了联手AMD研发的新一代旗舰处理器Exynos 2200，该芯片将首次为手机芯片带来硬件级光追支持，GPU能力将得到大幅提升。Arya表示AMD的股票仍然是一个 \"顶级选择\"，因为其有可能继续获得市场份额。他指出，虽然供应紧张仍然是芯片行业普遍存在的问题，但AMD与台湾半导体制造厂（TSM）有健康的代工合作关系。投资者似乎也对AMD青睐有佳。今年截至1月27日，根据VandaTrack的数据，苹果和AMD跻身美国最受欢迎的股票前五名。这也意味着，美国散户逐步抛弃“泡沫股”回归大盘蓝筹。然而，Lynx Equity Strategies的分析师KC Rajkumar对一季度预测持怀疑态度，他表示：AMD的风险回报已经非常复杂，即使在目前水平上也应该谨慎看待，因为市场不再支持高增长、高倍数的公司。此外，不容忽视的是老牌芯片巨头英特尔正在缩小与AMD在产品设计和工艺技术方面的差距，英特尔在高端PC处理器方面逐步赶上。同时，AMD对赛灵思的收购仍然悬而未决。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":633181236,"gmtCreate":1643857596948,"gmtModify":1676532675696,"author":{"id":"3583528354923579","authorId":"3583528354923579","name":"锐哥来了","avatar":"https://static.tigerbbs.com/86eb4f1a6da7a549e0c096e4e1890a8e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583528354923579","idStr":"3583528354923579"},"htmlText":"贊","listText":"贊","text":"贊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/633181236","repostId":2208985359,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7227507,"gmtCreate":1643872814047,"gmtModify":1663239726725,"authorId":4087417063812210,"author":{"id":4087417063812210,"idStr":"4087417063812210","authorId":4087417063812210,"name":"铭发","avatar":"https://static.tigerbbs.com/e76cab24cc6c958eb47e5e666b30776e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":633181236,"type":1,"supId":0,"prevId":0,"content":"🍏","text":"🍏","html":"🍏"}],"langContent":"CN"},{"id":9091359203,"gmtCreate":1643783120881,"gmtModify":1676533856076,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"htmlText":"[財迷]&nbsp;[看漲]&nbsp;[看漲]&nbsp;[看漲]&nbsp;[看漲]&nbsp;[看漲]&nbsp;","listText":"[財迷]&nbsp;[看漲]&nbsp;[看漲]&nbsp;[看漲]&nbsp;[看漲]&nbsp;[看漲]&nbsp;","text":"[財迷] 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