Wolfe Research分析师上调AMD评级 目标价300美元

Core Viewpoint - Wolfe Research analyst Chris Caso upgraded AMD's stock rating to "Buy" with a target price set at $300, driven by a multi-year, multi-billion dollar AI chip supply agreement with OpenAI for the upcoming MI450 AI chip for ChatGPT [2] Company Summary - AMD has entered into a significant partnership with OpenAI to supply AI chips, which is expected to enhance its market position in the AI sector [2] - The forecast for AMD's server CPU revenue has been increased, with projections of $9.55 billion for 2025 and $11.4 billion for 2026, reflecting the anticipated growth in AI demand [2]