尽管面临供应挑战 分析师仍认为AMD前景乐观

Core Insights - AMD emphasized progress in its technology roadmap during its financial analyst day and discussed recent collaborations with OpenAI and Oracle [1] - Oppenheimer analysts noted the absence of announcements regarding new incremental customers, which is considered crucial [1] - AMD anticipates accelerated revenue growth in the coming years, driven by strong demand in its data center business, with a projected compound annual growth rate (CAGR) exceeding 60% over the next three to five years [1] - UBS analysts pointed out potential supply challenges that AMD may face [1] - Overall, if AMD achieves even a small portion of the targets presented, its stock price is expected to continue rising over the next 12 months [1]