半导体产业中，CPU常被视为依循技术迭代稳步增长的品类，价格难有太大波动。但近日AI的风终于吹到了CPU上，有传言称，相关厂商产能紧张、服务 器甚至消费级产品价格均有上涨趋势。 实际情况究竟怎样？智通财经记者日前走访深圳华强北发现，CPU的涨价潮尚未蔓延至C端，消费级CPU的价格较12月几乎没有变化；而服务器级CPU价 格则在销售终端发生分化，同一型号产品在不同商家处甚至出现了涨价、不变、降价三种情况。同时，不少CPU商家向记者直言，由于CPU变化太小，近 期不卖CPU，主要做内存。 图片来源：智通财经记者/摄 万创投行副总裁代智勇告诉智通财经记者，这一轮价格变化更偏向结构性分化，而非全品类、全面上涨。 "接下来预计CPU市场仍将延续分化特征。消费级CPU价格整体以稳定为主；而服务器端，尤其是面向AI算力、高性能计算等特定应用的CPU，价格表现 可能存在短期波动，但在产能逐步释放、系统方案优化的背景下，出现全面、持续性大幅上涨的可能性并不高。"代智勇说。 涨价进度几何？ 近期，各类CPU涨价甚至缺货的消息在市场上流传。 有媒体援引KeyBanc数据称，由于超大规模云服务商"扫货"，英特尔与AMD方面2026年 ...

February 3, 2026 12:34 PM GMT OVERVIEW Equity analyst Lee.Simpson@morganstanley.com +44 20 7425 3378 Nigel van Putten Equity analyst Nigel.Putten@morganstanley.com +44 20 7425-2803 MORGAN STANLEY TAIWAN LIMITED + Charlie Chan Equity analyst Charlie.Chan@morganstanley.com +886 2 2730-1725 Global Technology Webcast M O R G A N S T A N L E Y R E S E A R C H Global Memory, Semi Cap and AI Supply Chain Outlook Europe MORGAN STANLEY & CO. INTERNATIONAL PLC+ Shawn Kim Equity analyst Shawn.kim@morganstanley.com +44 ...

3 February 2026 | 4:35PM EST Equity Research Advanced Micro Devices Inc. (AMD): First Take: Strong quarter and guidance given constructive Datacenter trends 1Q guidance is above the Street. AMD guided 1Q revenue and gross margin above the Street. Revenue was guided to $9.80 bn at the midpoint, which is above GS at $9.23 bn and the Street at $9.40 bn. Non-GAAP gross margin was guided to 55%, which is just above GS at 54.5% and the Street at 54.8%. It is unclear what level of reserved inventory is contemplate ...

Advanced Micro Devices (NASDAQ:AMD) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. On January 29, Susquehanna analyst Christopher Rolland reiterated his Buy rating on Advanced Micro Devices (NASDAQ:AMD) stock, along with a price target of $300. This represents a 19% upside from the current price. Top Industry in the World in 2024 The reasons for the above upgrade are twofold. First, AMD’s fundamentals are improving according to the analyst. AMD’s EPYC Server CPUs have a strong d ...

Core Viewpoint - AMD reported unexpected sales growth in the Chinese market for the October to December quarter, but warned of uncertainties due to ongoing geopolitical tensions affecting U.S. chip companies [2] Group 1: Financial Performance - AMD's revenue for the quarter reached $10.3 billion, a 34% year-over-year increase, including $390 million from the MI308 AI chip sales, which were not included in previous forecasts [2] - The data center business segment generated $5.4 billion in sales, up 39% year-over-year, driven by growth in CPU and AI GPU sales [6] - Client and gaming business revenue grew 37% to $3.9 billion, primarily due to increased demand for Ryzen processors [6] Group 2: Market Dynamics - AMD plans to ship an additional $100 million worth of MI308 chips to China in the upcoming quarter, but has not forecasted any additional revenue from China due to market uncertainties [3] - The company is actively working on obtaining licenses for the MI325 chip and is in discussions with customers to understand their needs [3] - Despite the overall PC market expected to shrink due to rising component prices, AMD anticipates continued growth in its PC business through 2026, focusing on enterprise and high-end markets [8] Group 3: Product Development - AMD is set to launch a new integrated server-level AI system named Helios later this year, with ongoing discussions to increase sales of Helios or MI450 chips [6] - The company is also preparing to reintroduce older CPUs based on the Zen 3 architecture to address memory shortages and facilitate upgrades for users with existing DDR4 memory [8] - AMD's enterprise business has become its largest segment, indicating a shift in focus towards data center and enterprise solutions [9]

Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026.Advanced Micro Devices reported fourth-quarter earnings on Tuesday after the bell. The chipmaker beat Wall Street's revenue and profit estimates, but shares plunged more than 8% in extended trading because its guidance came up short of some expectations.AMD's main rival, Nvidia, is facing difficulties of its own. CEO Jensen Huang told CNBC's Jim Cramer on Tuesday that th ...

Major U.S. indices closed lower on Tuesday, with the Dow Jones Industrial Average slipping 0.3% to 49,240.99, the S&P 500 falling 0.8% to 6,917.81, and the Nasdaq dropping 1.4% to 23,255.18.These are the top stocks that gained the attention of retail traders and investors through the day:Super Micro Computer, Inc. (NASDAQ:SMCI) Super Micro Computer shares dipped slightly by 0.13%, closing at $29.67. The stock hit an intraday high of $30.17 and a low of $28.64, with a 52-week range of $66.44 to $27.35. In th ...

Market Overview - The GIFT Nifty is trading with losses of around 0.3% at 25,779, indicating a negative open for the benchmark index [1] - The Nifty 50 closed up more than 2.5% at above 25,700, marking its best performance since May 2025 [2] - Sensex increased by 2.54% to end at 83,739.13, with midcap and small-cap indices gaining nearly 3% [2] US Market Recap - A tech-led selloff caused stocks to retreat from near-record highs, with the S&P 500 dropping 0.8% and the Nasdaq 100 falling 1.6% [3][4] - Concerns over software stocks were heightened by Anthropic's automation tool, impacting investor sentiment [4] - Oil prices rose due to geopolitical risks, while gold rebounded after a significant decline [3] Asian Market Update - Most Asian shares fell following the US tech-led selloff, with Japanese and Australian stocks opening lower [5] - Advanced Micro Devices Inc. shares declined after issuing a disappointing sales forecast [5] Commodity Check - Oil prices increased for a second consecutive session, with West Texas Intermediate nearing $64 per barrel after a 1.7% gain [6] - Gold stabilized after recovering some losses, trading near $4,950 an ounce, having jumped over 6% in the previous session [7] Key Events - The Reserve Bank of India's monetary policy committee meeting is set to start, with an interest rate decision to be announced on Friday [8] Earnings Reports - TCI Express reported a revenue increase of 5.9% to Rs 314.1 crore and a net profit rise of 14.8% to Rs 22.0 crore [11] - Mankind Pharma's revenue grew by 11.5% to Rs 3,567 crore, with a net profit increase of 7.6% to Rs 409 crore [11] - Aditya Birla Capital's total income rose by 13.1% to Rs 12,002 crore, with a profit increase of 10.5% to Rs 945 crore [12] Corporate Actions - NBCC (India) received work orders worth Rs 271.32 crore [26] - Tata Communications' CFO resigned, and Satin Creditcare Network appointed a new CFO [26] - JK Lakshmi Cement announced an increase in expansion project costs from Rs 2,500 crore to Rs 3,000 crore [26] Stocks in News - Aditya Birla Capital approved raising funds via NCDs within an overall borrowing limit of Rs 1,65,000 crore [26] - Varroc Engineering secured a strategic contract with a global EV OEM for AC-bi-directional wall chargers [26] - Shipping Corporation of India signed an MOU to acquire and operate vessels and containers [26]

该公司周二在声明中表示，第一季度销售额预计约为98亿美元，上下浮动3亿美元。根据数据，分析师平均预估为 93.9亿美元，但部分预测曾超过100亿美元。 一个喜忧参半的消息是，AMD表示已开始向中国销售一款旧型号芯片。此举虽增加了销售额并表明公司正在应对贸易 限制，但也挤压了利润率。 这一前景展望让期待AI计算支出能带来更丰厚回报的投资者感到失望。在这个利润丰厚的市场，AMD仍在奋力追赶英 伟达，但该公司表示，预计今年下半年推出的新一代更强大设计将为其带来优势。 财报公布后，该公司股价在盘后交易中一路下行，截至发稿，该股盘后大跌8%。截至周二收盘，该股今年累计上涨 13%。 AMD公司(AMD.US)于美东时间周二盘后发布了第四季度财报，作为人工智能处理器市场英伟达(NVDA.US)的主要挑战者， AMD对当前季度的业绩预测令市场失望，表明其在AI领域的进展并未达到部分投资者的乐观预期。 游戏业务收入季度收入增长50%至8.43亿美元，不及市场平均预期的8.55亿美元，嵌入式业务收入增长2.9%至9.5亿 美元，不及市场平均预期的9.61亿美元。 | Segment | | | | | | | | --- | ...

AMD fourth quarter earnings just now crossing the wire. Let's get to Young Finance tech Dan Howie for the results. Dan, what do you see.>> Shares are down more than 5% but they beat on both the top and bottom line. Uh we saw EPS of $153 on revenue of $10.3% billion. That uh was ahead of expectations of $132 and 9.6% billion.Uh we also saw uh the data center revenue come in at 9.5% uh uh sorry uh data center revenue came in at 5.4% billion versus expectations of 4.97% billion. They also gave better thanex ex ...