AMD崩了?!

本帖于 2025-02-04 13:50:28 时间, 由普通用户 BrightLine 编辑

AMD is also the second-largest producer of GPUs for gaming, behind Nvidia. Revenue in the segment declined 59% to $563 million. The company’s other small division, embedded chips, reported $923 million in sales, down 13% year-over-year.

AMD reported $482 in net income, or 29 cents per share, for the fourth quarter, down from $667 million, or 41 cents per share in the year-ago period.

AMD reported $3.9 billion in data center sales, which was up 69% on a dear-over-year basis. The company said the increase was due to sales both in its Instinct GPUs and its EPYC CPUs, which compete with Intel’s processors.

 

However, analysts polled by FactSet were hoping for $4.14 billion in sales during the quarter.

所有跟帖: 

why would anyone buy AMD??? what is investment thesis???? -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 02/04/2025 postreply 13:49:00

My NVDA is not any better... lol... Patience -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (22 bytes) () 02/04/2025 postreply 14:14:24

拧巴 II -任静锅-- 给 任静锅- 发送悄悄话 任静锅- 的博客首页 (189 bytes) () 02/04/2025 postreply 15:54:15

胆大 -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 02/04/2025 postreply 16:06:25

逻辑 -> -任静锅-- 给 任静锅- 发送悄悄话 任静锅- 的博客首页 (151 bytes) () 02/04/2025 postreply 16:17:13

Wrong. AMD的AI芯片没人要啊,是AVGO捡了漏 -BrightLine- 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (167 bytes) () 02/04/2025 postreply 16:50:32

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