1. 5月7日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.68%，标普500指数期货涨0.60%，纳指期货涨0.61%。 | 2. 截至发稿，德国DAX指数跌0.01%，英国富时100指数跌0.38%，法国CAC40指数跌0.59%，欧洲斯托克50指数跌0.25%。 | | --- | 3. 截至发稿，WTI原油涨0.85%，报59.59美元/桶。布伦特原油涨0.63%，报62.54美元/桶。 | 틀 WTI原油 | 2025年6月 | 59.59 | 60.25 | | --- | --- | --- | --- | | 謡 倫敦布倫特原油 | 2025年7月 | 62.54 | 63.21 | 巴菲特放话"将长期持有"后，日本五大商社股价上涨。在巴菲特表示他预计伯克希尔哈撒韦公司(BRK.A.US)将持有日本贸易公司的投资50年或更长时间 后，日本商社的股价上涨。三菱公司、丸红公司、三井物产公司、伊藤忠商事株式会社和住友商事株式会社周三在东京股市的涨幅均至少为3.1%。一项衡 量批发贸易行业的指标是东证指数上涨的最大贡献者，该指数上涨2.5%。当在股东大会上被问及日本央行加息的愿望是否 ...

Core Viewpoint - AMD's first-quarter performance exceeded expectations, but the company warned that restrictions on chip sales to China will reduce its revenue by $1.5 billion this year, overshadowing an otherwise optimistic outlook [1][2] Financial Performance - AMD reported Q1 revenue of $7.4 billion, a 36% year-over-year increase, surpassing analyst expectations of $7.12 billion [1] - Adjusted earnings per share for Q1 were $0.96, exceeding the average analyst estimate of $0.94 [1] - The data center segment saw a 57% year-over-year revenue increase to $3.7 billion, driven by sales of AMD EPY CPUs and AMD Instinct GPUs, outperforming analyst expectations of $3.66 billion [1] - Client and gaming segments experienced a 28% year-over-year revenue growth to $2.9 billion [1] - The embedded segment's revenue declined by 3% year-over-year to $823 million due to mixed demand in the end market [1] Market Position and Strategy - AMD continues to gain market share in the lucrative data center chip market, competing effectively against Intel [1] - The company has transformed into a leading technology provider in the computing industry over the past decade, with current revenue more than five times that of ten years ago [1] - Despite strong demand for personal computer chips, AMD lags behind Nvidia in the rapidly growing AI accelerator market [1] Future Outlook - AMD expects Q2 revenue to be approximately $7.4 billion, above analyst expectations of $7.23 billion, but warns of a $700 million impact on sales from export restrictions on the MI308 chip [2] - CEO Lisa Su remains optimistic about overall AI infrastructure demand and anticipates that new chip launches in the second half of the year will drive sales growth [2] - The company acknowledges uncertainties related to tariffs and trade restrictions but believes investment in AI infrastructure will continue, leading to strong growth in the latter half of the year [2]