Q3公司收入比上年同期增长了36%，92亿美金。 净利润从上年同期的7.71亿美元(合每股47美分)攀升至12.4亿美元(合每股75美分)。 | 指标 | 结果 | 同比增长 | | --- | --- | --- | | 收入 (Revenue) | 92亿美元 (创纪录) | 36% | | 毛利率 (Gross Margin) | 54% | 基本持平 (去年同期为 54%) | | 净利润(Net Income) | 20 亿美元 | 31% | | 摊薄后每股收益 (EPS) | 1.20美元 | 30°' | 指引了下个季度收入，中位数96亿。同比25%。(业绩指引不包括其Instinct MI308芯片在中国的出货收入。) | 指标 | 预期指引 (中值) | | --- | --- | | 收入 (Revenue) | 93亿 - 99亿美元 (中值约 | | | 96亿美元) | | 毛利率 (Gross | 约54.5% | | Margin) | | AMD预计该季度调整后毛利率为54.5%，与StreetAccount此前预测的54.5%一致。 AMD其实还是可以的，细看。只是市场死抓 ...

AMD其实还是可以的，细看。只是市场死抓人家毛利率说事。 Q3 公司收入比上年同期增长了 36% ，92亿美金。 几个要点： 1）有望在 2026 年推出下一代 2 纳米 Venice 处理器。 2）2026 年推出下一代 MI400 系列加速器和 Helios 机架级解决方案之前，客户势头将迅速增强。 从芯片走向机架。 Helios 将我们的 Instinct MI400 系列 GPU、Venice EPYC CPU 和 Pensando NIC 集成到一个双宽机架解决方案中，针对下一代 AI 基础设施所需的性能、功耗、冷却和可维护性进行了优化，并 支持 Meta 新的开放式机架标准。 3）和openai 6GW的合作，明年下半年将会有首批落地！ 净利润从上年同期的 7.71 亿美元（合每股 47 美分）攀升至 12.4 亿美元（合每股 75 美分）。 | 指标 | 结果 | 同比增长 | | --- | --- | --- | | 收入 (Revenue) | 92亿美元(创纪录) | 36% | | 毛利率 (Gross Margin) | 54% | 基本持平 (去年同期为 54%) | | 净利润( ...

Group 1: Financial Performance - AMD reported a record revenue of $7.67 billion for Q2, maintaining over 30% year-on-year growth, although net profit decreased by 31% year-on-year and 50% quarter-on-quarter [1][2] - The company's gross margin fell by 10 percentage points to 43%, with earnings per share (EPS) down 30% year-on-year [2][4] - AMD's data center revenue for the quarter was $3.2 billion, aligning with average expectations, but was impacted by U.S. government restrictions on the MI308 data center GPU [4][5] Group 2: Market Reaction and Stock Performance - Following the earnings report, AMD's stock price dropped over 5% in after-hours trading, indicating that the current situation is insufficient to sustain the stock's previous gains [1][2] - Since the beginning of the year, AMD's stock has risen over 40%, and it has rebounded approximately 120% from its year-to-date low [1][4] Group 3: Product Developments and Future Outlook - AMD launched the Instinct MI350 series GPU in June, with the MI355X expected to be released later this year, showing performance comparable to NVIDIA's B200 chip [5] - The company anticipates strong demand for its Epyc processors, which is expected to offset the negative impacts from restrictions on shipments to China [4][5] - AMD's CEO expressed optimism about the company's position compared to 90 days prior, highlighting the potential of new products and AI opportunities [4][5]