[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-amd-fell-5-on-thursday-heres-where-the-stock-is-headed-in-2026-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},117972,"AMD周四下跌5%。以下是该股在2026年的走势展望","2026-07-17T16:10:00","2026-07-17T16:00:57","\u003Cp>AMD股价周四下跌5%，因市场质疑AI增长前景在多大程度上已被消化，而我们的分析表明该股估值合理。以下是Helios部署和服务器CPU增长将如何影响AMD直至2026年的业绩表现。\u003C\u002Fp>","\u003Ch3 id=\"h-key-stats-for-amd-stock\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>AMD股票关键数据\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>周四表现：\u003C\u002Fstrong> -5%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52周价格区间：\u003C\u002Fstrong> $149 至 $585\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>估值模型目标价：\u003C\u002Fstrong> 约 $540\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>隐含上行空间：\u003C\u002Fstrong> 约 8%\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用TIKR分析您最喜爱的股票，如超威半导体（免费） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>发生了什么？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=168864&tid=2587303&ref=srk6m3\">\u003Cstrong>AMD\u003C\u002Fstrong>\u003C\u002Fa> 已成为华尔街在AI计算领域押注英伟达可信替代者出现的最明确标的之一，但这种乐观情绪也使得该股在行业支出热潮信心减弱时变得脆弱。这种紧张关系在周四显现，AMD股价在广泛的半导体抛售中下跌5%，收于$501。该股交易区间在$492至$519之间，最终收于接近日内低点，表明抛售压力持续至收盘。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">AMD下跌是因为投资者在高歌猛进的AI股中获利了结，并质疑大规模数据中心投资是否能继续产生足够的回报。费城半导体指数下跌4%，而AMD、英特尔和美光各自下跌5%至6%，证实了疲软态势在整个行业蔓延。AMD主要在AI加速器和集成服务器系统领域与英伟达竞争，在服务器处理器领域与英特尔竞争。尽管各公司对其业务部门的定义不同，但\u003Ca href=\"https:\u002F\u002Fir.amd.com\u002Fnews-events\u002Fpress-releases\u002Fdetail\u002F1284\u002Famd-reports-first-quarter-2026-financial-results?utm_source=chatgpt.com#:~:text=Data%20Center%20segment%20revenue%20was%20%245.8%20billion%2C%20up%2057%25%20year%2Dover%2Dyear%2C%20driven%20by%20strong%20demand%20for%20AMD%20EPYC%E2%84%A2%20processors%20and%20the%20continued%20ramp%20of%20AMD%20Instinct%E2%84%A2%20GPU%20shipments.%C2%A0\">AMD最新的数据中心收入增长57%至$58亿\u003C\u002Fa>，相比之下\u003Ca href=\"https:\u002F\u002Fnvidianews.nvidia.com\u002Fnews\u002Fnvidia-announces-financial-results-for-first-quarter-fiscal-2027?utm_source=chatgpt.com#:~:text=Record%20Data%20Center%20revenue%20of%20%2475.2%20billion%2C%20up%2092%25%20from%20a%20year%20ago\">英伟达增长92%至$752亿\u003C\u002Fa>，\u003Ca href=\"https:\u002F\u002Fwww.intc.com\u002Fnews-events\u002Fpress-releases\u002Fdetail\u002F1767\u002Fintel-reports-first-quarter-2026-financial-results?utm_source=chatgpt.com#:~:text=5.1%20billion,22%25\">英特尔增长22%至$51亿\u003C\u002Fa>，这表明AMD的增长速度快于英特尔，而英伟达在数据中心收入方面仍然大得多。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=168864&tid=2587303&e=1994034303&ts=3747942&ref=srk6m3\">美国银行六月的科技会议上\u003C\u002Fa>，AMD首席财务官Jean Hu表示，公司的服务器CPU业务（销售用于数据中心的处理器）在第一季度增长了50%以上，预计第二季度同比增长将超过70%，其中约三分之二的增长来自更高的单位出货量。Hu说：“\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=168864&tid=2587303&e=1994034303&ts=3747942&ref=srk6m3#:~:text=The%20demand%20is%20tremendous%2C%20supply%20is%20still%20tight\">需求非常强劲，供应仍然紧张\u003C\u002Fa>”，并解释说AMD已与台积电合作以确保产能提升。AMD预计将在第三季度开始推出其MI450 AI加速器，而客户已经在用生产工作负载测试完整的Helios AI服务器机架。管理层预计2026年第四季度和2027年第一季度收入将大幅增长，而OpenAI和Meta对2027年的预测超过了AMD最初的计划。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">尽管周四下跌，华尔街仍持乐观态度。KeyBanc将其目标价从$530上调至$725，美国银行将其目标价从$550上调至$620，TD Cowen将其目标价从$600上调至$675，这些机构均强调服务器处理器需求以及预期的MI450和Helios产能提升。EPYC是AMD的服务器处理器系列，与英特尔的至强芯片竞争，而Helios为客户提供完整的AI服务器机架，是英伟达集成系统的替代选择。AMD将于7月22日和23日举行的\"Advancing AI\"活动以及\u003Ca href=\"https:\u002F\u002Fir.amd.com\u002F?utm_source=chatgpt.com#:~:text=AUG%204%2C%202026%20%E2%80%A2%202%3A00%20PM%20PDT\">8月4日\u003C\u002Fa>公布的第二季度财报将检验强劲的客户预测是否正在转化为Helios部署、MI450出货和报告的收入。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3570\" height=\"3980\" data-public-id=\"images\u002FAMD_valuation_model-3_117999aaac4\u002FAMD_valuation_model-3_117999aaac4.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3570,h_3980,c_scale\u002Ff_webp,q_auto\u002Fv1784303374\u002Fimages\u002FAMD_valuation_model-3_117999aaac4\u002FAMD_valuation_model-3_117999aaac4.webp?_i=AA\" alt=\"Advanced Micro Devices stock\" class=\"wp-post-117972 wp-image-117999\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784303374\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784303374\u002Fimages\u002FAMD_valuation_model-3_117999aaac4\u002FAMD_valuation_model-3_117999aaac4.webp?_i=AA 3570w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1338,c_scale\u002Ff_webp,q_auto\u002Fv1784303374\u002Fimages\u002FAMD_valuation_model-3_117999aaac4\u002FAMD_valuation_model-3_117999aaac4.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1561,c_scale\u002Ff_webp,q_auto\u002Fv1784303374\u002Fimages\u002FAMD_valuation_model-3_117999aaac4\u002FAMD_valuation_model-3_117999aaac4.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_334,c_scale\u002Ff_webp,q_auto\u002Fv1784303374\u002Fimages\u002FAMD_valuation_model-3_117999aaac4\u002FAMD_valuation_model-3_117999aaac4.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3570px) 100vw, 3570px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">超威半导体指导估值模型\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">立即为超威半导体估值（使用TIKR免费） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-is-amd-fairly-valued\" class=\"wp-block-heading\">AMD估值合理吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">根据估值假设，该股票模型使用了以下参数：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>收入增长率（复合年增长率）：\u003C\u002Fstrong> 约 35%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>营业利润率：\u003C\u002Fstrong> 约 28%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>退出市盈率倍数：\u003C\u002Fstrong> 约 33倍\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">35%的\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers\">收入增长\u003C\u002Fa>假设要求AMD扩大EPYC服务器处理器的供应，按时开始MI450的出货，并将客户预测和订单转化为出货和确认的收入。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">28%的\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula\">营业利润率\u003C\u002Fa>假设依赖于更丰富的数据中心业务组合和经营杠杆，而在MI450、Helios、软件和供应准备方面的支出可能会限制近期的扩张。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1784303384\u002Fimages\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1.webp?_i=AA\" alt=\"Advanced Micro Devices stock\" class=\"wp-post-117972 wp-image-118000\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784303384\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784303384\u002Fimages\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1.webp?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784303384\u002Fimages\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1784303384\u002Fimages\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1784303384\u002Fimages\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1784303384\u002Fimages\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_AMD-Advanced-Micro-Devices-Inc.-Revenue-and-Revenue-Change-YoY-1.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">AMD收入及分析师增长预测（至2030年）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对超威半导体的增长预测和目标价（免费） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">33倍的退出市盈率接近AMD五年平均的34倍，低于其当前未来12个月约57倍的市盈率，这意味着该模型假设了显著的估值压缩，而非依赖更高的倍数。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在2026年剩余时间里，最大的业务驱动因素是Helios的推出、Venice（AMD下一代EPYC服务器处理器）以及对ROCm（AMD用于运行AI工作负载的开源软件堆栈，是其对英伟达CUDA生态系统的回应）的改进。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">基于这些输入，该模型估计到2028年底的目标价约为$540，这意味着从$501的收盘价计算，总上行空间约为8%，年化回报率约为3%，使得AMD估值合理，未来回报取决于产品执行力和市场份额增长。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-amd-stock-have-from-here\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>\u003Cstrong>AMD股票从这里还有多少上行空间？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">投资者可以使用\u003Cstrong>TIKR的新估值模型工具\u003C\u002Fstrong>，在不到一分钟的时间内估算超威半导体的潜在股价，或任何股票的可能价值。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">只需要三个简单的输入：\u003C\u002Fp>\n\n\n\n\u003Col class=\"wp-block-list\">\n\u003Cli>收入增长率\u003C\u002Fli>\n\n\n\n\u003Cli>营业利润率\u003C\u002Fli>\n\n\n\n\u003Cli>退出市盈率倍数\u003C\u002Fli>\n\u003C\u002Fol>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">然后，TIKR会计算在\u003Cstrong>牛市、基准和熊市情景\u003C\u002Fstrong>下的潜在股价和总回报，让您可以快速判断一只股票看起来是\u003Cstrong>低估还是高估\u003C\u002Fstrong>。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果您不确定输入什么，TIKR会自动使用分析师的共识预测填充每个输入，为您提供一个快速可靠的起点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用TIKR在60秒内为超威半导体估值（免费） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>",819,"zh","\u002Fblog\u002Famd-fell-5-on-thursday-heres-where-the-stock-is-headed-in-2026","amd-fell-5-on-thursday-heres-where-the-stock-is-headed-in-2026","images\u002F@Alexanders-Images-via-Canva-@Alexanders-Images-via-Canva\u002F@Alexanders-Images-via-Canva-@Alexanders-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784303981\u002Fimages\u002F@Alexanders-Images-via-Canva-@Alexanders-Images-via-Canva\u002F@Alexanders-Images-via-Canva-@Alexanders-Images-via-Canva.png?_i=AA",{"altText":165,"imageCredit":166},"AMD Fell 5% on Thursday. Here’s Where the Stock Is Headed in 2026","@Alexander's Images via Canva; @Alexander's Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Nikko Henson","nikkotikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"AMD stock fell 5% on Thursday as the market questioned how much AI growth was already priced in, while our analysis suggests the stock is fairly valued. Here’s why Helios deployments and server CPU growth will shape AMD’s performance through 2026.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","预计阅读时间","1 minute",1200,630,[194,211,226,241,258],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"AWS年化营收规模已达1500亿美元。为何亚马逊股价仍较历史高点低9%？","2026-07-17 15:26:00","亚马逊公司正创下利润率新高，其AWS业务也实现了三年来最快增速，但股价却持续遭到抛售。",1086,"\u002Fblog\u002Faws-just-hit-a-150-billion-annual-run-rate-so-why-is-amazon-stock-still-9-below-its-high","aws-just-hit-a-150-billion-annual-run-rate-so-why-is-amazon-stock-still-9-below-its-high","images\u002FAmazon-Featured\u002FAmazon-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784291013\u002Fimages\u002FAmazon-Featured\u002FAmazon-Featured.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"David Beren","davidberentikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":223,"relatedPosts":225},"Adobe股价较峰值下跌43%，创纪录营收与AI销售额翻三倍仍不足提振","2026-07-17 14:05:00","Adobe Inc. 持续交出创纪录的业绩，但市场对其AI叙事仍持观望态度。",991,"\u002Fblog\u002Fadobe-stock-is-down-43-from-its-peak-record-revenue-and-tripling-ai-sales-are-not-enough","adobe-stock-is-down-43-from-its-peak-record-revenue-and-tripling-ai-sales-are-not-enough","images\u002FAdobe-Featured\u002FAdobe-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784289905\u002Fimages\u002FAdobe-Featured\u002FAdobe-Featured.png?_i=AA",{"altText":212},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},[],[224],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":238,"relatedPosts":240},"布鲁姆能源今日下跌14%。以下是可能推动该股至2026年的因素","2026-07-17 13:10:00","Bloom Energy股价今日下跌约14%，尽管其人工智能数据中心项目获得了新的融资。以下是项目转化、制造执行和盈利能力等因素如何影响该股直至2026年的走势。",1110,"\u002Fblog\u002Fbloom-energy-fell-14-today-heres-what-could-drive-the-stock-through-2026","bloom-energy-fell-14-today-heres-what-could-drive-the-stock-through-2026","images\u002F@Cnv-Studio-from-CnvStudios-Images-via-Canva-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva\u002F@Cnv-Studio-from-CnvStudios-Images-via-Canva-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784293186\u002Fimages\u002F@Cnv-Studio-from-CnvStudios-Images-via-Canva-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva\u002F@Cnv-Studio-from-CnvStudios-Images-via-Canva-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva.png?_i=AA",{"altText":227},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":237},[],[239],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":242,"date":243,"excerpt":244,"wordCount":245,"uri":246,"slug":247,"cloudinaryAssetId":248,"featuredImageOriginalUrl":249,"featuredImageMetadata":250,"author":251,"categories":255,"relatedPosts":257},"Copart迎来新（老）CEO。股价正考验投资者的耐心。","2026-07-17 13:00:00","杰伊·阿代尔回归担任Copart首席执行官，手握42亿美元现金可用于国际扩张、整车业务增长和并购，然而华尔街对Copart股票的目标价却纹丝未动。",1056,"\u002Fblog\u002Fcopart-has-a-new-old-ceo-shares-are-testing-investors-patience","copart-has-a-new-old-ceo-shares-are-testing-investors-patience","images\u002FFEATURED-IMAGE-MAKER-1067\u002FFEATURED-IMAGE-MAKER-1067","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784284077\u002Fimages\u002FFEATURED-IMAGE-MAKER-1067\u002FFEATURED-IMAGE-MAKER-1067.png?_i=AA",{"altText":242},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":254},"Gian Estrada","giantikr",[],[256],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":270,"relatedPosts":272},"戴尔股价周四下跌5%。以下是DELL在2026年的潜在走向","2026-07-17 12:05:00","戴尔股价周四下跌约5%，因投资者从高歌猛进的AI硬件股中撤出。以下是为何盈利性订单转化、存储业务增长和利润率执行将决定DELL到2026年的表现。",945,"\u002Fblog\u002Fdell-stock-fell-5-thursday-heres-where-dell-could-go-in-2026","dell-stock-fell-5-thursday-heres-where-dell-could-go-in-2026","images\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784283155\u002Fimages\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva.png?_i=AA",{"altText":259},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":269},[],[271],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[274,292,309,324,339,354,372,385,400,415,430,448,463,478,493,508],{"id":183,"title":275,"date":276,"excerpt":277,"wordCount":278,"uri":279,"slug":280,"cloudinaryAssetId":281,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":286,"relatedPosts":291},"EQT股票在创下2026年第一季度自由现金流记录后值得买入吗？","2026-07-17 16:00:00","EQT的股票走势仿佛其液化天然气合同不存在一样。管理层刚刚表示，这些合同每年可能价值25亿美元。",1093,"\u002Fblog\u002Fis-eqt-stock-a-buy-after-its-q1-2026-free-cash-flow-record","is-eqt-stock-a-buy-after-its-q1-2026-free-cash-flow-record","images\u002FFEATURED-IMAGE-MAKER-1072\u002FFEATURED-IMAGE-MAKER-1072","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784300051\u002Fimages\u002FFEATURED-IMAGE-MAKER-1072\u002FFEATURED-IMAGE-MAKER-1072.png?_i=AA",{"altText":275},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":285},[],[287],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":293,"date":294,"excerpt":295,"wordCount":296,"uri":297,"slug":298,"cloudinaryAssetId":299,"featuredImageOriginalUrl":300,"featuredImageMetadata":301,"author":302,"categories":306,"relatedPosts":308},"雅培实验室股价飙升11%，公司上调全年利润预期","2026-07-17 15:06:23","雅培公司股价飙升11%，此前该公司上调了全年每股收益预期，并在各业务板块均超出第二季度市场预期。",767,"\u002Fblog\u002Fabbott-laboratories-nyse-abt-stock-surges-11-as-company-lifts-full-year-profit-guidance","abbott-laboratories-nyse-abt-stock-surges-11-as-company-lifts-full-year-profit-guidance","images\u002FABT-Stock_1178382ace4\u002FABT-Stock_1178382ace4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784281293\u002Fimages\u002FABT-Stock_1178382ace4\u002FABT-Stock_1178382ace4.png?_i=AA",{"altText":293},{"name":303,"slug":304,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":305},"Aditya Raghunath","adityatikr",[],[307],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":310,"date":311,"excerpt":312,"wordCount":313,"uri":314,"slug":315,"cloudinaryAssetId":316,"featuredImageOriginalUrl":317,"featuredImageMetadata":318,"author":319,"categories":321,"relatedPosts":323},"AST SpaceMobile股价暴跌17%，此前宣布大规模债务发行","2026-07-17 15:01:47","AST SpaceMobile股价下跌，此前该公司宣布发行10亿美元可转换票据以资助卫星增长计划。",791,"\u002Fblog\u002Fast-spacemobile-nasdaq-asts-stock-craters-debt-offering","ast-spacemobile-nasdaq-asts-stock-craters-debt-offering","images\u002FASTS-Stock_117905993e6\u002FASTS-Stock_117905993e6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784290990\u002Fimages\u002FASTS-Stock_117905993e6\u002FASTS-Stock_117905993e6.png?_i=AA",{"altText":310},{"name":303,"slug":304,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":320},[],[322],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":325,"date":326,"excerpt":327,"wordCount":328,"uri":329,"slug":330,"cloudinaryAssetId":331,"featuredImageOriginalUrl":332,"featuredImageMetadata":333,"author":334,"categories":336,"relatedPosts":338},"FICO股票在将抵押贷款评分价格降至0.99美元后是否值得买入？","2026-07-17 15:00:00","FICO将其抵押贷款评分价格大幅下调至0.99美元，而第二季度营收仍跃升39%，达到6.92亿美元。以下是此次股价下跌实际已反映的因素。",1024,"\u002Fblog\u002Fis-fico-stock-a-buy-after-cutting-mortgage-score-prices-to-0-99","is-fico-stock-a-buy-after-cutting-mortgage-score-prices-to-0-99","images\u002FFEATURED-IMAGE-MAKER-1071\u002FFEATURED-IMAGE-MAKER-1071","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784296083\u002Fimages\u002FFEATURED-IMAGE-MAKER-1071\u002FFEATURED-IMAGE-MAKER-1071.png?_i=AA",{"altText":325},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":335},[],[337],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":351,"relatedPosts":353},"GE航空航天股价下跌6% 尽管盈利目标超预期","2026-07-17 14:59:56","GE航空航天股价下跌4%，尽管其第二季度业绩超出预期并上调了业绩指引，但利润率表现和供应链延迟问题成为市场关注焦点。",816,"\u002Fblog\u002Fge-aerospace-nyse-stock-slides-6-even-after-beating-earnings-targets","ge-aerospace-nyse-stock-slides-6-even-after-beating-earnings-targets","images\u002FGE-stock_11792921bb8\u002FGE-stock_11792921bb8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784292542\u002Fimages\u002FGE-stock_11792921bb8\u002FGE-stock_11792921bb8.png?_i=AA",{"altText":340},{"name":303,"slug":304,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":350},[],[352],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":355,"date":356,"excerpt":357,"wordCount":358,"uri":359,"slug":360,"cloudinaryAssetId":361,"featuredImageOriginalUrl":362,"featuredImageMetadata":363,"author":364,"categories":366,"relatedPosts":371},"Cintas股价大涨7%，此前业绩超预期且获美国银行上调评级","2026-07-17 15:03:52","Cintas股价上涨6.5%，此前美国银行在该公司公布强劲的第四季度财报和2027年业绩展望后，将其股票评级上调至买入。",779,"\u002Fblog\u002Fcintas-nasdaq-stock-jumps-following-bank-of-america-rating-upgrade","cintas-nasdaq-stock-jumps-following-bank-of-america-rating-upgrade","images\u002FCTAS-Stock_11788155171\u002FCTAS-Stock_11788155171","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784288732\u002Fimages\u002FCTAS-Stock_11788155171\u002FCTAS-Stock_11788155171.png?_i=AA",{"altText":355},{"name":303,"slug":304,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":365},[],[367],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":373,"date":326,"excerpt":374,"wordCount":375,"uri":376,"slug":377,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":378,"featuredImageMetadata":379,"author":380,"categories":382,"relatedPosts":384},"强生公司2026年第二季度业绩：尽管GAAP准则下表现未达预期，但营收和每股收益均超预期","强生公司第二季度每股收益超出预期1.6%，并再次上调了全年业绩指引。TIKR的模型预测其股价将达到466美元。",922,"\u002Fblog\u002Fjohnson-johnson-q2-2026-results-a-clean-beat-on-revenue-and-eps-despite-a-gaap-miss","johnson-johnson-q2-2026-results-a-clean-beat-on-revenue-and-eps-despite-a-gaap-miss","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F07\u002FFEATURED-IMAGE-MAKER-1073-600x360.png",{"altText":373},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":381},[],[383],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":386,"date":387,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":397,"relatedPosts":399},"纽约梅隆银行股价下跌，因成本上升预期抵消季度盈利超预期","2026-07-17 11:41:00","纽约梅隆银行股价下跌，尽管其二季度盈利超出预期，因投资者关注该行更高的费用支出前景。",793,"\u002Fblog\u002Fbank-of-new-york-mellon-nyse-stock-slips-as-rising-expense-forecast-offsets-quarterly-earnings-beat","bank-of-new-york-mellon-nyse-stock-slips-as-rising-expense-forecast-offsets-quarterly-earnings-beat","images\u002FBNY-stock\u002FBNY-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784198512\u002Fimages\u002FBNY-stock\u002FBNY-stock.png?_i=AA",{"altText":386},{"name":303,"slug":304,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":396},[],[398],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":401,"date":402,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":407,"featuredImageOriginalUrl":408,"featuredImageMetadata":409,"author":410,"categories":412,"relatedPosts":414},"直觉外科公司股价暴跌11%，尽管盈利超出预期","2026-07-17 11:01:00","直觉外科公司股价在盘后下跌超过10%，尽管其二季度业绩超出预期，但美国市场的手术量增长显示出放缓迹象。",807,"\u002Fblog\u002Fintuitive-surgical-nasdaq-isrg-stock-tumbles-11-despite-topping-earnings-expectations","intuitive-surgical-nasdaq-isrg-stock-tumbles-11-despite-topping-earnings-expectations","images\u002FISRG-Stock-1\u002FISRG-Stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784274746\u002Fimages\u002FISRG-Stock-1\u002FISRG-Stock-1.png?_i=AA",{"altText":401},{"name":303,"slug":304,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":411},[],[413],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":416,"date":417,"excerpt":418,"wordCount":419,"uri":420,"slug":421,"cloudinaryAssetId":422,"featuredImageOriginalUrl":423,"featuredImageMetadata":424,"author":425,"categories":427,"relatedPosts":429},"Fastenal第二季度盈利超出预期，自由现金流较市场预估高出111%","2026-07-17 11:00:00","Fastenal的投入资本回报率(ROIC)在Dan Florness卸任CEO的同一季度达到了十年来的最佳水平——低30%区间。以下是TIKR仍认为其有93%上涨空间的原因。",935,"\u002Fblog\u002Ffastenal-beats-q2-earnings-estimates-as-free-cash-flow-tops-street-by-111","fastenal-beats-q2-earnings-estimates-as-free-cash-flow-tops-street-by-111","images\u002FFEATURED-IMAGE-MAKER-1066\u002FFEATURED-IMAGE-MAKER-1066","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784274519\u002Fimages\u002FFEATURED-IMAGE-MAKER-1066\u002FFEATURED-IMAGE-MAKER-1066.png?_i=AA",{"altText":416},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":426},[],[428],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":431,"date":432,"excerpt":433,"wordCount":434,"uri":435,"slug":436,"cloudinaryAssetId":437,"featuredImageOriginalUrl":438,"featuredImageMetadata":439,"author":440,"categories":442,"relatedPosts":447},"CVS股票分析：高股息率是否值得押注转型风险？","2026-07-16 13:00:00","CVS Health的派息率降至29%，而其季度股息连续八个季度维持在每股0.67美元。股息率则降至2.47%。",1060,"\u002Fblog\u002Fcvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","cvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","images\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784199539\u002Fimages\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058.png?_i=AA",{"altText":431},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":441},[],[443],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},"股息","dividends","\u002Fblog\u002Fcategory\u002Fdividends",[],{"id":183,"title":449,"date":450,"excerpt":451,"wordCount":452,"uri":453,"slug":454,"cloudinaryAssetId":455,"featuredImageOriginalUrl":456,"featuredImageMetadata":457,"author":458,"categories":460,"relatedPosts":462},"CSCO股票分析：思科系统是否是最安全的科技股价值投资选择？","2026-07-16 12:00:00","思科的派息率已从两年前的74%降至49%，同时每股股息则升至0.42美元。",1191,"\u002Fblog\u002Fcsco-stock-review-is-cisco-systems-the-safest-tech-value-play","csco-stock-review-is-cisco-systems-the-safest-tech-value-play","images\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784195959\u002Fimages\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057.png?_i=AA",{"altText":449},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":459},[],[461],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":464,"date":465,"excerpt":466,"wordCount":467,"uri":468,"slug":469,"cloudinaryAssetId":470,"featuredImageOriginalUrl":471,"featuredImageMetadata":472,"author":473,"categories":475,"relatedPosts":477},"TXN股息：最适合长期派息增长的芯片股","2026-07-16 11:00:00","德州仪器过去12个月的自由现金流达到44亿美元，是去年17亿美元的两倍多。股息也随之提高。",1470,"\u002Fblog\u002Ftxn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","txn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","images\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784194373\u002Fimages\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056.png?_i=AA",{"altText":464},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":474},[],[476],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":479,"date":480,"excerpt":481,"wordCount":482,"uri":483,"slug":484,"cloudinaryAssetId":485,"featuredImageOriginalUrl":486,"featuredImageMetadata":487,"author":488,"categories":490,"relatedPosts":492},"联合太平洋 (UNP) 股票：买入这家铁路股息背后的护城河","2026-07-16 10:00:00","联合太平洋的派息率目前为48%，调整后每股收益增长了9%。其股息增长空间是大多数股票难以企及的。",1155,"\u002Fblog\u002Funion-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","union-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","images\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784183265\u002Fimages\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055.png?_i=AA",{"altText":479},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":489},[],[491],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":494,"date":495,"excerpt":496,"wordCount":497,"uri":498,"slug":499,"cloudinaryAssetId":500,"featuredImageOriginalUrl":501,"featuredImageMetadata":502,"author":503,"categories":505,"relatedPosts":507},"NUE股票股息收益率：为何纽柯公司提供独特的周期性保护","2026-07-16 09:00:00","纽柯公司的派息率在创纪录的700万吨季度产量后已降至17%，股息收益率目前为1.0%。以下是股息数据所揭示的信息。",1202,"\u002Fblog\u002Fnue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","nue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","images\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784181389\u002Fimages\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054.png?_i=AA",{"altText":494},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":504},[],[506],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":509,"date":510,"excerpt":511,"wordCount":512,"uri":513,"slug":514,"cloudinaryAssetId":515,"featuredImageOriginalUrl":516,"featuredImageMetadata":517,"author":518,"categories":520,"relatedPosts":525},"英特尔的转型终于成真，还是投资者应避开的估值陷阱？","2026-07-14 13:51:00","英特尔正寻求真正的东山再起，分拆设计与晶圆代工业务。以下是判断INTC股票是反转故事还是陷阱的方法。",1222,"\u002Fblog\u002Fintel-stock-turnaround-real-or-value-trap-investors","intel-stock-turnaround-real-or-value-trap-investors","images\u002FAVGO-stock-1_11637505260\u002FAVGO-stock-1_11637505260","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1783577235\u002Fimages\u002FAVGO-stock-1_11637505260\u002FAVGO-stock-1_11637505260.png?_i=AA",{"altText":509},{"name":303,"slug":304,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":519},[],[521],{"name":522,"slug":523,"uri":524,"description":171,"postsCount":183},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[]]