{"id":46845,"date":"2026-05-06T14:51:32","date_gmt":"2026-05-06T14:51:32","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/46845\/"},"modified":"2026-05-06T14:51:32","modified_gmt":"2026-05-06T14:51:32","slug":"amd%e9%a0%98%e6%bc%b2ai%e8%82%a1%e6%a5%ad%e7%b8%be%e8%a1%a8%e7%8f%be%e5%88%86%e5%8c%96%ef%bc%8c%e6%8a%95%e8%b3%87%e8%80%85%e9%97%9c%e6%b3%a8%e7%b4%8d%e6%8c%87100%e8%83%bd%e5%90%a6%e5%ae%88%e4%bd%8f","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/zh\/live-updates\/46845\/","title":{"rendered":"AMD\u9818\u6f32AI\u80a1\u696d\u7e3e\u8868\u73fe\u5206\u5316\uff0c\u6295\u8cc7\u8005\u95dc\u6ce8\u7d0d\u6307100\u80fd\u5426\u5b88\u4f4f\u65e9\u6bb5\u8df3\u7a7a\u9ad8\u958b\u5347\u5e45"},"content":{"rendered":"<p>AI\uff08\u4eba\u5de5\u667a\u80fd\uff09\u76f8\u95dc\u696d\u7e3e\u8868\u73fe\u5206\u5316\uff1aAMD \u4ea4\u51fa\u6700\u5f37\u6210\u7e3e\uff1bSMCI\uff08Super Micro Computer\uff09\u6536\u5165\u672a\u9054\u9810\u671f\uff0c\u4f46\u6307\u5f15\uff08\u516c\u53f8\u5c0d\u672a\u4f86\u696d\u7e3e\u7684\u9810\u6e2c\uff09\u504f\u6a02\u89c0\uff1bNavitas \u53ea\u9304\u5f97\u6eab\u548c\u589e\u9577\u3002\u5e02\u5834\u7126\u9ede\u8f49\u5411\u7d0d\u65af\u9054\u514b100\u6307\u6578\uff08Nasdaq-100\uff0c\u4e3b\u8981\u7531\u5927\u578b\u79d1\u6280\u80a1\u7d44\u6210\u7684\u6307\u6578\uff09\u80fd\u5426\u5b88\u4f4f\u9ad8\u958b\u7f3a\u53e3\uff08gap up\uff0c\u958b\u5e02\u50f9\u9ad8\u65bc\u524d\u4e00\u65e5\u6536\u5e02\u50f9\uff0c\u5f62\u6210\u300c\u7f3a\u53e3\u300d\uff09\uff0c\u6216\u958b\u5e02\u5f8c\u56de\u843d\uff08fade\uff0c\u5347\u52e2\u6d88\u9000\uff09\u3002<\/p>\n<p>AMD \u516c\u5e03\u6536\u5165\u7d04 103 \u5104\u7f8e\u5143\uff1b\u975eGAAP \u6bcf\u80a1\u76c8\u5229\uff08non-GAAP EPS\uff0c\u4e0d\u6309\u516c\u8a8d\u6703\u8a08\u6e96\u5247\u8a08\u7b97\u3001\u5254\u9664\u90e8\u5206\u4e00\u6b21\u6027\u6216\u975e\u7d93\u5e38\u6027\u9805\u76ee\u7684\u76c8\u5229\uff091.37 \u7f8e\u5143\u3002\u516c\u53f8\u9810\u8a08\u7b2c\u4e8c\u5b63\u6536\u5165\u7d04 112 \u5104\u7f8e\u5143\uff08\u00b13 \u5104\u7f8e\u5143\uff09\uff0c\u975eGAAP \u6bdb\u5229\u7387\uff08gross margin\uff0c\u6bdb\u5229\u4f54\u6536\u5165\u6bd4\u4f8b\uff09\u7d04 56%\uff0c\u5176\u4e2d\u6578\u64da\u4e2d\u5fc3\uff08Data Centre\uff0c\u63d0\u4f9b\u96f2\u7aef\u53caAI\u904b\u7b97\u7b49\u7684\u4f3a\u670d\u5668\u57fa\u5efa\uff09\u6536\u5165\u6309\u5e74\u5347 57%\u3002<\/p>\n<h3>Key Earnings Takeaways<\/h3>\n<p>SMCI \u6bcf\u80a1\u76c8\u5229\u52dd\u9810\u671f\uff0c\u4f46\u6536\u5165\u4f4e\u65bc\u9810\u671f\u3002\u516c\u53f8\u9810\u8a08\u7b2c\u56db\u5b63\u6536\u5165 110 \u5104\u81f3 125 \u5104\u7f8e\u5143\uff0c\u975eGAAP \u6bcf\u80a1\u76c8\u5229 0.65 \u81f3 0.79 \u7f8e\u5143\u3002<\/p>\n<p>Navitas \u6536\u5165\u6309\u5b63\uff08sequentially\uff0c\u8207\u4e0a\u4e00\u5b63\u6bd4\u8f03\uff09\u5347 18% \u81f3 860 \u842c\u7f8e\u5143\u3002\u516c\u53f8\u9810\u8a08\u7b2c\u4e8c\u5b63\u6536\u5165\u7d04 1,000 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RSI\uff0c\u628aRSI\u518d\u4f5c\u96a8\u6a5f\u5316\u8655\u7406\u7684\u52d5\u91cf\u6307\u6a19\uff09\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AMD\u5e36\u52d5AI\u80a1\u6025\u5347\u4f46\u696d\u7e3e\u5206\u5316\u52a0\u5287\uff0c\u5e02\u5834\u7126\u9ede\u8f49\u5411\u7d0d\u6307100\u80fd\u5426\u5b88\u4f4f\u65e9\u6bb5\u8df3\u7a7a\u7f3a\u53e3\uff1b\u8cc7\u91d1\u8f2a\u52d5\u8207\u7372\u5229\u56de\u5410\u89d2\u529b\uff0c\u4e0b\u500b\u8d70\u52e2\u6216\u4e00\u89f8\u5373\u767c\u3002<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-46845","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/posts\/46845","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/comments?post=46845"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/posts\/46845\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/media?parent=46845"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/categories?post=46845"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/tags?post=46845"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}