AMD强劲AI前景但华尔街期望更高

AMD reported another record quarter and offered a revenue forecast above Wall Street’s published estimates, yet its shares fell sharply after the announcement. The reaction captured the difficult position now facing semiconductor companies: rapid growth is no longer enough when expectations have risen even faster. Second-quarter revenue reached $11.54 billion, an increase of 50% from the same period last year and ahead of the approximately $11.3 billion analysts had anticipated. Adjusted earnings came to $1.66 per share, also exceeding forecasts. Net income climbed to roughly $2.3 billion as demand for server processors and artificial intelligence accelerators reshaped the company’s sales mix. AMD expects third-quarter revenue of about $13 billion, with a range of $300 million in either direction. …