AMD：初步点评-数据中心趋势向好，季度业绩与指引强劲

3 February 2026 | 4:35PM EST Equity Research Advanced Micro Devices Inc. (AMD): First Take: Strong quarter and guidance given constructive Datacenter trends 1Q guidance is above the Street. AMD guided 1Q revenue and gross margin above the Street. Revenue was guided to $9.80 bn at the midpoint, which is above GS at $9.23 bn and the Street at $9.40 bn. Non-GAAP gross margin was guided to 55%, which is just above GS at 54.5% and the Street at 54.8%. It is unclear what level of reserved inventory is contemplate ...