超威半导体（AMD） 更新报告 买入 2026 年 2 月 11 日 下半年将出货 MI450 系列机架型产品，客户端市场份额持续增长 盈利摘要 股价表现 截至12月31日止财政年度 2024A 2025A 2026E 2027E 2028E 总营业收入（百万美元） 25,785 34,639 47,685 66,580 81,437 变动 13.7% 34.3% 37.7% 39.6% 22.3% Non-GAAP净利润（百万美元） 5,420 6,831 11,288 17,718 23,065 Non-GAAP每股盈利（美元） 3.3 4.2 7.0 11.0 14.3 变动 23.1% 26.1% 68.1% 56.9% 30.1% 基于213.57美元的市盈率（估） 64.5 51.1 30.4 19.4 14.9 每股派息（美元） 0.0 0.0 0.0 0.0 0.0 股息现价比 0.0% 0.0% 0.0% 0.0% 0.0% 来源: 公司资料, 第一上海预测 来源: 彭博 第一上海证券有限公司 www.mystockhk.com 主要数据 | 行业 | 半导体 | | | --- | --- ...

苹果跌超3%，市值蒸发超1200亿美元（约合人民币8200亿元），微软、亚马逊、特斯拉、Meta、英伟达等科技股全线下跌。 北京时间2月13日凌晨，金价突然闪崩，现货黄金价格直线跳水超3%，日内跌近200美元。现货白银价格跌超8%。 美股三大指数突然集体跳水，截至发稿纳指跌超1.5%，道指跌近1%，标普500指数跌1%。 | 1 | | 英伟达 | 188.595 | -0.77% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | S | 闪迪 | 629.250 | +4.99% | | | | SNDK | | | | 3 | | 美光 | 416.995 | +1.62% | | | | MU | | | | 4 | | 特斯拉 | 420.505 | -1.81% | | | | TSLA | | | | 5 | | 台积电 | 368.920 | -1.38% | | | | TSM | | | | 6 | | 阿里巴巴 | 158.030 | -3.83% | | | | BABA | | | | 7 | | 谷歌 | 313.849 ...

AMD is starting to deliver on the huge guidance it gave late last year.AMD (AMD 3.58%) has been a great stock to own since 2025. Its stock is up around 60% since then, outperforming Nvidia over the same time frame. Up until a few days ago, AMD's stock was up over 100% during the same time frame, but it cratered after the company's fourth-quarter earnings announcement.If I presented you the numbers, you may question why the sell-off occurred in the first place, as it looks like AMD has started the turnaround ...

北京时间2月13日凌晨，金价突然闪崩，现货黄金价格直线跳水超3%，日内跌近200美元。现货白银价格跌超8%。 | | | SNDK | | | | --- | --- | --- | --- | --- | | 3 | | 美光 | 416.995 | +1.62% | | | | MU | | | | 4 | | 特斯拉 | 420.505 | -1.81% | | | | TSLA | | | | 5 | | 台积电 | 368.920 | -1.38% | | | | TSM | | | | 6 | | 阿里巴巴 | 158.030 | -3.83% | | | | BABA | | | | | △ | 谷歌 | 313.849 | +0.81% | | | | GOOG | | | | ಜಿ | | 苹果 | 266.890 | -3.13% | | | | AAPL | | | | 90 | | 微软 | 399.945 | -1.09% | | | | MSFT | | | | 10 | AMDC | AMD | 207.220 | -2.98% | | | | AMD | | | | 11 | ...

公众号记得加星标⭐️，第一时间看推送不会错过。 据Mercury Research 的数据显示， AMD 在 2025 年末取得了骄人的成绩，其在所有主要 CPU 产品 细分市场的份额均有所提升，并在第四季度实现了 x86 处理器出货量 29.2% 的份额，创下公司历史 新高。该公司目前在台式机、笔记本电脑和服务器 CPU 市场均占据了最高的出货量份额，同时还占 据了这些市场中最赚钱的部分，并控制了 x86 CPU 收入的 35.4%。 客户端CPU： AMD在一个季度内市场份额增长3.8% 在客户端 PC 领域，AMD 在 2025 年取得了有史以来最强劲的季度业绩之一，部分原因是英特尔难 以从自己的晶圆厂和台积电获得足够的客户端芯片，但很大程度上是因为极具竞争力的桌面 CPU 和 精心策划的移动 CPU 产品线。 2025 年第四季度，AMD 客户端 CPU 市场份额上升至 29.2%，环比增长 3.8%，同比增长 4.6%，这 主要得益于桌面和移动产品的销售增长。 AMD桌面CPU市场份额攀升至36.4%，环比和同比均有所增长，这主要得益于游戏玩家和发烧友对 其最新Ryzen处理器的强劲需求。当然，英特 ...

北京时间2月13日凌晨，金价突然闪崩，COMEX黄金期货收跌3.08%，报4941.4美元/盎司；COMEX白银期货收跌10.62%，报75.01美元/盎司。 美股突然集体跳水，截至收盘，三大指数均跌超1%。 苹果跌超3%，市值蒸发超1200亿美元（约合人民币8200亿元），微软、亚马逊、特斯拉、Meta、英伟达等科技股全线下跌。 | 1 | | 英伟达 | 188.595 | -0.77% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | S | 闪迪 | 629.250 | +4.99% | | | | SNDK | | | | 3 | | 美光 | 416.995 | +1.62% | | | | MU | | | | 4 | | 特斯拉 | 420.505 | -1.81% | | | | TSLA | | | | 5 | | 台积电 | 368.920 | -1.38% | | | | TSM | | | | 6 | | 阿里巴巴 | 158.030 | -3.83% | | | | BABA | | | | 7 | A | 谷歌 | ...

photoman/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30) Transcript Rena Sherbill: Sara Awad from Tech Contrarians. Always great to talk to you on Investing Experts. Welcome back to the show. Sara Awad: Than ...

 VANCOUVER, BC, February 12, 2026 – TheNewswire - Infinitum Copper Corp. (TSXV: INFI) (“Infinitum” or the “Company”) announces that further to its news release dated January 23, 2026, the Company has amended the previously announced proposed consolidation of its issued and outstanding common shares (the “Consolidation”).The Company intends to proceed with the Consolidation on the basis of eight (8) pre-consolidation common shares for one (1) post-consolidation common share, subject to acceptance by the TSX ...

Advanced Micro Devices (NASDAQ: AMD stock) dipped about 3% in a recent session, lagging the broader chip group even though there was no fresh warning or downgrade cycle tied to the move. ...

Investors with a lot of money to spend have taken a bullish stance on Advanced Micro Devices (NASDAQ:AMD).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AMD, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options sca ...