AMD-受益于数据中心的积极趋势，本季度表现强劲，但短期运营杠杆有限

3 February 2026 | 8:31PM EST Equity Research Advanced Micro Devices Inc. (AMD): Strong quarter given constructive Datacenter trends, but near-term operating leverage is limited Key stock takeaways: We expect the stock to trade down following a strong revenue quarter and guidance driven by upside in the Datacenter segment, offset by significantly higher-than-expected OpEx guidance. We believe investors were constructively positioned heading into the report given optimism around market strength and share gain ...