科技财报速递|AMD双超之后,市场为何仍不买账 episode artwork

EPISODE · Aug 5, 2026 · 7 MIN

科技财报速递|AMD双超之后,市场为何仍不买账

from 投研随身听 · host 慢研播客

AMD二零二六年第二季度营收、非通用会计准则每股收益双超,第三季度收入指引中点也高于共识约百分之三点九,原有增长判断得到强化。但毛利率保持不变、Helios平台爬坡成本以及财报前约五十三倍远期市盈率,触发盘后负面反馈。

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科技财报速递|AMD双超之后,市场为何仍不买账

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