المنشور
alashgr
#AMDQ3HeliosRevenue Morgan Stanley is cutting $AMD's GPU demand forecast by 43.3%, from 14.1M to 8M units.
The forecast spans from 2026 through 2030 and was just released a few days ago.
Would be curious if anyone knows the *why* behind this significant of a cut?
Lisa Su was just in Taiwan talking about significant demand, so much that it was tough to keep up.
إخلاء المسؤولية: يُقدَّم محتوى OKX Orbit لأغراض إرشادية فقط. اعرف المزيد
الردود
لا تعليقات حتى الآن. كُن أول من يرد!
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الموضوعات الرائجة في السوق اليوم
1#BTCETFInflowsContinue
2#SpaceXQ3RevenueUp161%
3#NetflixQ3ProfitBeat
