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大行评级|奥本海默:维持AMD“与大市同步”评级 指其人工智能日活动基本在意料之中

O'Brien: Maintains AMD's 'In Sync with the Market' rating, indicating that its ai daily activities are basically as expected.

Gelonghui Finance ·  Oct 12 14:23  · Ratings

GLH October 12th | Oppenheimer maintains a 'market perform' rating on AMD, stating that the AI Day event held on Thursday was 'largely in line with expectations,' where the company reviewed the roadmap of CPU/GPU chip products. Management did not share any substantial data or details to excite investors. The firm pointed out that AMD management emphasized efforts to expand the AI product portfolio to deliver more complete rack-level systems, keeping up with the trend led by Nvidia. (GLH)

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