{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u7a4dGod","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/jakgod","title":"AMD Q1\u696d\u7e3e\u77ed\u8a55 - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/535309\">AMD Q1\u696d\u7e3e\u77ed\u8a55<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var 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\uff0c\u4e00\u76f4\u6301\u6709\u5230\u800c\u5bb6\uff0c\u6240\u4ee5\u90fd\u5206\u4eab\u4e0bQ1\u696d\u7e3e\u7747\u6cd5\u3002 \u8ca1\u5831\u6709\u5206GAAP\u53caNon-GAAP, \u6211\u500b\u4eba\u8a8d\u70ba\u7747Non-GAAP\u6578\u64da\u6703\u8f03\u597d\uff0c\u56e0\u70ba\u5254\u9664\u4e00\u6b21\u6027\u9805\u76ee\uff0c\u8f03\u771f\u5be6\u53cd\u6620\u516c\u53f8\u6838\u5fc3\u76c8\u5229\u3002 \u76c8\u5229\u80fd\u529b\u65b9\u9762\u8d85\u51fa\u5e02\u5834\u9810\u671f: Q1\u71df\u653634.5\u5104\uff0c\u540c\u6bd4\u4e0a\u534793%\uff0c\u74b0\u6bd4\u4e0a\u53476%\u3002 \u6bdb\u5229\u7387\u6301\u5e73\uff0c\u6de8\u5229\u6f646.4\u5104\uff0c\u540c\u6bd4\u4e0a\u5347189%\uff0c\u74b0\u6bd4\u4e0a\u53471%\u3002 \u6bcf\u80a1\u76c8\u5229$0.52\uff0c\u540c\u6bd4\u5927\u5e45\u4e0a\u5347189%\uff0c\u74b0\u6bd4\u6301\u5e73\u3002 \u8ca1\u52d9\u72c0\u6cc1\u65b9\u9762\u90fd\u597d\u5065\u5eb7\uff0cnet cash position, \u7576\u4e2d\u4eae\u9ede\u4fc2Cash\u4e00\u76f4\u4e0a\u5347\uff0cdebt\u5c31\u4e00\u76f4\u4e0b\u964d\uff0c\u5982\u679c\u4fc2banker\u7684\u89d2\u5ea6\u7747\uff0c\u5c0d\u5462\u985e\u578b\u5481\u5065\u5eb7\u7684\u516c\u53f8\u4fc2\u975e\u5e38\u653e\u5fc3\uff0c\u540c\u6642\u90fd\u53ef\u4ee5\u8aaa\u660e\u73fe\u6642AMD\u7684\u8ca1\u52d9\u72c0\u6cc1\u6bd4\u4ee5\u5f80\u4efb\u4f55\u6642\u5019\u90fd\u8981\u597d\u3002 \u7ba1\u7406\u5c64\u9810\u671f\u6307\u5f15: AMD\u9810\u8a08Q2\u71df\u6536\u5c07\u6703\u9054\u523036\u5104 (+\/- 1\u5104)\uff0c\u5373\u662f\u74b0\u6bd4\u589e\u95774%\uff0c\u540c\u6bd486%\uff0c\u8d85\u51fa\u5e02\u5834\u9810\u671f\u768432.8\u5104\u81f3\u5c11\u9ad86.7%\u3002 \u53e6\u5916\u7ba1\u7406\u5c64\u4ef2\u5927\u81bd\u9810\u8a08\u4eca\u5e74\u71df\u6536\u540c\u6bd4\u589e\u9577\u81f3\u5c1150%\uff0c\u589e\u901f\u6bd4\u4e0a\u5e74Q1\u7684\u9810\u671f\u6307\u5f15\u589e\u957737%\u679c\u9663\u66f4\u9032\u53d6\uff0c\u4ea6\u90fd\u9ad8\u65bc\u5e02\u5834\u9810\u671f39%\u3002 \u7522\u54c1\u9663\u5bb9 AMD\u63a8\u51fa\u4e0d\u5c11\u7522\u54c1\uff0c\u5305\u62ecCPU\u3001GPU\u548c\u534a\u5b9a\u5236\uff0c\u90fd\u70baAMD\u5e36\u4f86\u4e0d\u5c11\u5229\u6f64\u3002 \u70baAMD\u5e36\u4f86\u6700\u5927\u7684\u52dd\u5229\u662f\u4f86\u81ea\u8d85\u8584\u624b\u63d0\u96fb\u8166\u548c\u904a\u6232\u8a2d\u5099\u7b49 (Computing and Graphics)\uff0c\u5c24\u5176\u662f\u5728Laptop\u6536\u5165\u518d\u6b21\u589e\u9577\u7684\u60c5\u6cc1\u4e0b\uff0cAMD\u5275\u4e0b\u4e86\u9023\u7e8c\u7b2c6\u500b\u7d00\u9304\u3002 \u6839\u64daAMD\u7684\u6578\u64da\uff0c\u4ed6\u5011\u7684Ryzen 5000\u79fb\u52d5\u7248\u7684\u6536\u5165\u589e\u9577\u901f\u5ea6\u662f4000\u7cfb\u5217\u79fb\u52d5\u7248\u7684\u5169\u500d\u3002 \u7b2c\u4e00\u500b\u79fb\u52d5Radeon RX 6000\u7522\u54c1\u9810\u8a08\u5c07\u5728Q2\u5167\u767c\u5e03\u3002 \u8207\u6b64\u540c\u6642\uff0c\u5f97\u76ca\u65bcAMD\u7b2c\u4e09\u4ee3EPYC\u8655\u7406\u5668\u548c\u7b2c9\u4ee3\u4e3b\u6a5f\u7684\u63a8\u51fa\uff0cAMD\u7684\u4f01\u696d\u3001\u5d4c\u5165\u5f0f\u548c\u534a\u5b9a\u5236\u696d\u52d9 (Enterprise, Embedded and Semi-Custom) \u5728\u904e\u53bb\u4e00\u5e74\u51fa\u73fe\u7206\u70b8\u5f0f\u589e\u9577\u3002 \u4f01\u696d\u5d4c\u5165\u5f0f\u548c\u534a\u5b9a\u5236\u82af\u7247(\u5305\u62ec\u6578\u64da\u4e2d\u5fc3\u548c\u904a\u6232\u6a5f\u6536\u5165)\u7684\u92b7\u552e\u984d\u5f37\u52c1\uff0c\u9054\u523013.5\u5104\u7f8e\u5143\uff0c\u6bd42020Q1\u591a9.97\u5104\u7f8e\u5143(286%)\u3002\u534a\u5b9a\u5236\u92b7\u552e\u4ee5\u5f80\u901a\u5e38\u5728Q1\u901a\u5e38\u51fa\u73fe\u5b63\u7bc0\u6027\u4e0b\u964d\uff0c\u4f46\u4eca\u6b21\u6709\u5481\u5f37\u52c1\u7684\u4e0a\u5347\u8868\u73fe\u4fc2\u597d\u96e3\u5f97\u3002 \u96fb\u8a71\u6703\u8b70\u4e0a\uff0cAMD CEO\u8868\u793a\uff0c:\u201cEpyc\u8655\u7406\u5668\u7684\u92b7\u552e\u540c\u6bd4\u589e\u9577\u4e00\u500d\u4ee5\u4e0a\uff0c\u4e26\u4ee5\u5169\u4f4d\u6578\u7684\u6bd4\u4f8b\u5f37\u52c1\u589e\u9577\uff0c\u6211\u5011\u7684\u670d\u52d9\u5668\u8655\u7406\u5668\u71df\u6536\u518d\u5275\u65b0\u9ad8\u3002\u201d\u201c\u6211\u5011\u9810\u8a08\u4eca\u5e74\u6578\u64da\u4e2d\u5fc3\u7522\u54c1\u7684\u6536\u5165\u5c07\u986f\u8457\u589e\u9577\uff0c\u9019\u4e3b\u8981\u5f97\u76ca\u65bc\u6211\u5011\u5728\u96f2\u8a08\u7b97\u3001\u4f01\u696d\u548c\u9ad8\u6027\u80fd\u8a08\u7b97\u7b49\u9818\u57df\u53d6\u5f97\u7684\u6210\u529f\u3002\u201d CEO\u63d0\u5230\uff0cAMD\u6709\u826f\u597d\u7684\u9810\u898b\u6027\uff0c\u4eca\u5e74\u4e0b\u534a\u5e74\u6709\u671b\u589e\u52a0\u4f9b\u61c9\uff0c\u80fd\u5920\u652f\u6301AMD\u4e0a\u8abf\u696d\u7e3e\u9810\u671f\u3002\u5979\u5c07\u4e0a\u8abf\u71df\u6536\u9810\u671f\u6b78\u529f\u65bc\uff0c\u9810\u671fHPC\u7522\u54c1\u7684\u61c9\u7528\u589e\u52a0\uff0c\u4ee5\u53ca\u5ba2\u6236\u95dc\u4fc2\u64f4\u5927\u3002 \u4f30\u503c \u4ee5Q1 EPS $0.52\uff0c\u9810\u8a08\u5168\u5e74EPS $2.08 (roughly)\uff0c\u73fe\u50f9$85 \u7684forward PE\u5927\u7d0441\u5de6\u53f3\u3002\u53c3\u8003\u8fd15\u5e74\u7684TTM PE\u503c\uff0c\u5982\u679c\u5168\u5e74\u696d\u7e3e\u5982CEO\u6240\u8b1b\u5481\u7406\u60f3\uff0c\u73fe\u6642\u4f30\u503c\u8655\u65bc\u4fbf\u5b9c\u5340\u9593\u3002 \u4ee5\u4e0a\u5167\u5bb9\u4e0d\u69cb\u6210\u6295\u8cc7\u8cb7\u8ce3\u5efa\u8b70\u3002"}