二季度AMD营收保持超30%的同比增速，但利润增长由正转负、EPS同比降30%、毛利率降10个百分点至 43%、数据中心营收增长放缓至14%，体现美限制MI308出口影响；PC芯片所在客户端业务收入增67%、连续 三季创新高，游戏收入由降转增73%；三季度营收指引中值增速放缓至30%以下、毛利率回升至54%，但指引不 考虑任何MI308对华出口收入。财报后， AMD称提前量产MI350， 股价盘后跌超5%。 面对美国收紧芯片出口管控的压力，人工智能（AI）芯片巨头AMD上个季度的营收仍创纪录，和本季度的指引 均强于华尔街预期。 尽管如此，AMD受美国出口限制产品恢复对华出口的前景仍不确定。财报公布后，周二收跌逾1%的AMD股价 跌幅扩大，盘后一度跌超5%，凸显了AMD在今年股价大涨后面临的高估值压力。 业绩电话会上，AMD高管透露，提前量产一个多月前发布的新款MI350芯片，盘后AMD股价的跌幅曾收窄到2% 以内，此后又扩大，反映对华销售前景的担忧压倒了总体指引乐观的影响。 营收 ：二季度营业收入76.85亿美元，同比增长32%，分析师预期74.3亿美元，一季度同比增36%。 EPS ：非GAAP口径下，二季 ...

AMD and Microsoft are advancing a bold, shared vision for the future of gaming one that enables seamless gameplay across any screen. Placing gamers at the center of the experience anywhere. We're so excited to be deepening our relationship with Microsoft and build on the over two decades of partnership, innovation and trust.From the earliest days of the Xbox 360, to the most advanced consoles, such as the Xbox Series X and S, and the recently announced ROG Xbox Ally handhelds. Moving forward, AMD will go be ...