On August 2nd, jpmorgan released a report stating that AMD's quarterly performance improved due to strong growth in data centers and better-than-expected seasonal delivery of personal computer clients, partially offsetting weak embedded/game businesses (but within market expectations). The bank believes that sales of data center image processors will increase significantly in the third quarter and for the rest of the year. In terms of data center server central processing units, the company's market share has reached 33% as of the end of last year and is expected to rise to 35% to 36% this year. In more cyclical businesses, including enterprises, general cloud computing and embedded solutions, there is also a widespread recovery. Based on strong demand for ai and growth in market share of data center processors, the bank adjusted its performance forecast for the company this year and set a target price of 180 US dollars for the end of next year, with a rating of "neutral".
大行评级｜摩根大通：季度业绩改善 明年底目标价为180美元 评级“中性”
JPMorgan's quarterly performance has improved and the target price at the end of next year is $180, with a 'neutral' rating from credit agencies.
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