大行评级丨TD Cowen：将AMD列为“2026年最佳选择”之一，Helios机架级平台将点燃AI业务

Core Viewpoint - TD Cowen analyst Joshua Buchalter reaffirms a "buy" rating for AMD with a target price of $290, identifying it as one of the "best picks for 2026" and suggesting that the recent sell-off presents an attractive entry point [1] Group 1 - The upcoming Helios rack-level platform is expected to ignite AMD's AI business, marking a significant turning point for the chip manufacturer [1]