AMD Stock Climbs Over 5% Today, Outperforms Nvidia (NVDA)
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最新报道：AMD shares rose 5% today amid reports the chipmaker agreed to allocate 15% of its China AI GPU sales to the U.S. government for export licenses. Analysts remain bullish, with Citi's Christopher Danely noting the impact is minimal as it mainly affects low-margin products like the MI308X. AMD's growth is driven by high-margin AI GPUs (MI355/MI400), with projected AI sales hitting $6.2B in 2025 and $9.9B in 2026. While Nvidia's Blackwell still dominates, AMD's upcoming MI400 series could boost competitiveness. Despite a recent earnings dip due to an $800M inventory write-down from China export controls, 73% of analysts recommend buying AMD, targeting $180-$230.
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