Group 1 - AMD's Q4 revenue exceeded $10 billion, marking a record high with a year-over-year growth rate of over 30% [1] - EPS growth slowed but was approximately 16% higher than analyst expectations [1] - Data center revenue reached a record $5.4 billion, while MI308 chip sales in China generated about $390 million [1] Group 2 - AMD's Q1 revenue guidance midpoint is $9.8 billion, slightly above consensus expectations but below the optimistic forecast of over $10 billion [1] - Analysts noted that despite the strong revenue and profit performance, the market perceives the Q1 guidance as somewhat disappointing [1] - There are expectations for AMD to gain market share in AI accelerators with higher short-term shipment volumes, and any conservative approach may be viewed as "below expectations" [1]
美股异动丨AMD盘前大跌近7%，一季度指引“太保守”
Ge Long Hui A P P·2026-02-04 09:25