交银国际研究 公司更新 个股评级 买入 1 年股价表现 资料来源： FactSet 2/25 6/25 10/25 2/26 -40% -20% 0% 20% 40% 60% 80% 100% 120% 140% AMD US 标普500 股份资料 | 52周高位 (美元) | 264.33 | | --- | --- | | 52周低位 (美元) | 78.21 | | 市值 (百万美元) | 325,917.33 | | 日均成交量 (百万) | 106.02 | | 年初至今变化 (%) | (6.52) | | 200天平均价 (美元) | 203.79 | | 资料来源： FactSet | | 王大卫, PhD, CFA | 科技 | 收盘价 | | 目标价 | 潜在涨幅 | 2026 年 2 月 5 日 | | --- | --- | --- | --- | --- | --- | | 美元 | | 200.19 | 美元 275.00 | +37.4% | | | 超微半导体 (AMD US) | | | | | | 关注数据中心执行落地；维持买入 童钰枫 Carrie.Tong@bocomg ...

智通财经APP获悉，近日，AMD(AMD.US)召开了2025年四季度财报电话会。MI450系列开发进展非常 顺利，下半年推出并开始生产的计划正按部就班进行。客户合作持续推进顺利，与 OpenAI 的合作关系 稳固，相关产能提升计划将从下半年持续至 2027 年，目前一切按计划进行。 同时，AMD还与众多其他客户密切合作，鉴于产品优势，他们也对快速提升 MI450 用量非常感兴趣。 公司看到这在推理和训练领域都存在机会。因此，公司对 2026 年整体数据中心增长感到非常满意，并 且对于2027 年实现数百亿美元的数据中心 AI 营收也充满信心。 Q&A 问答 Q：关于 2027 年 AI 营收预期，以及 MI455 和 Helios 平台下半年的需求情况，能否谈谈客户合作进 展？ A：MI450 系列开发进展非常顺利，下半年推出并开始生产的计划正按部就班进行。客户合作持续推进 顺利，与 OpenAI 的合作关系稳固，相关产能提升计划将从下半年持续至 2027 年，目前一切按计划进 行。 同时，我们还与众多其他客户密切合作，鉴于产品优势，他们也对快速提升 MI450 用量非常感兴趣。 我们看到这在推理和训练领域 ...

Core Viewpoint - The article highlights the top AI tools and platforms that have gained significant traction in the week of March 3, 2025, showcasing their unique features and user engagement metrics [1]. Group 1: MGX (MetaGPT X) - MGX is the world's first multi-agent AI development team capable of creating websites, blogs, e-commerce platforms, data analysis, and games [2]. - It utilizes a standardized operating procedure to organize AI agents in roles such as product managers and programmers, facilitating the entire software development process from requirement analysis to code implementation [3]. - MGX has received 1,350 upvotes and 213 comments on Product Hunt, indicating strong community interest [6]. Group 2: Teamble AI - Teamble AI provides a continuous and actionable employee feedback tool using AI technology to enhance one-on-one communication and improve employee performance [7]. - The platform targets HR departments and management, addressing the pain points of traditional feedback mechanisms [9]. - Teamble AI has garnered 1,100 upvotes and 119 comments, reflecting its popularity [10]. Group 3: Supergrid by Depict - Supergrid by Depict helps Shopify store owners enhance shopper conversion rates through AI-driven dynamic sorting and visually appealing product displays [11]. - It offers a one-click installation with no coding required, making it user-friendly for store owners [12]. - The tool has achieved 844 upvotes and 161 comments, showcasing its effectiveness [13]. Group 4: OpusClip ReframeAnything - OpusClip ReframeAnything optimizes video dimensions for various social media platforms, allowing users to quickly adapt content without editing skills [14]. - It features one-click video restructuring and automatic tracking of key actions [16]. - The tool has received 787 upvotes and 132 comments, indicating user satisfaction [17]. Group 5: Fynix - Fynix is an AI-driven code assistant designed to accelerate the development process by providing real-time code suggestions and reviews [18]. - It targets high-performance developers, addressing inefficiencies in traditional coding practices [21]. - Fynix has achieved 771 upvotes and 117 comments, reflecting its utility [22]. Group 6: Pieces Long-Term Memory Agent - Pieces Long-Term Memory Agent records and recalls users' work history, aiding developers in quickly resuming their tasks [23]. - It captures workflow details, allowing users to continue from where they left off [24]. - The tool has garnered 752 upvotes and 227 comments, highlighting its effectiveness [25]. Group 7: ResumeUp 2.0 - ResumeUp 2.0 is an AI-driven resume building tool that helps job seekers create high-quality resumes quickly [26]. - It generates ATS-friendly resumes through a conversational interface, addressing the challenges of traditional resume creation [28]. - The tool has received 741 upvotes and 95 comments, indicating its popularity among users [29]. Group 8: Lanceboard - Lanceboard is an AI-driven freelance platform that matches tasks with suitable freelancers, streamlining the outsourcing process [30]. - It addresses the inefficiencies of traditional freelance platforms by providing real-time task matching [33]. - The platform has achieved 662 upvotes and 54 comments, reflecting user engagement [34]. Group 9: Venice - Venice offers a private and uncensored AI platform, focusing on data privacy and unrestricted information access [35]. - It utilizes decentralized technology to ensure user data security [36]. - Venice has garnered 634 upvotes and 103 comments, indicating user interest [37]. Group 10: Quadratic AI - Quadratic AI is a modern spreadsheet tool that integrates AI, code, and data connections for efficient data processing [38]. - It targets users needing quick data insights, addressing the inefficiencies of traditional spreadsheets [39]. - The tool has received 608 upvotes and 59 comments, showcasing its effectiveness [40].