AMD · 超威半导体 (AMD)

AMD — 带来源的观点和研究笔记,按原话记录。不是投资建议。

过去 14 天内已发表研究对 AMD 说了什么

在此窗口内,没有任何被追踪的研究机构把 AMD 作为文章的主要标的。

每一行都是一个带日期的事实:某个具名来源对 AMD 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。

日期	研究机构	经由	表态	表态内容
2026-10-07	James Bulltard	options market print	看多	Noted purchase of 4,000 October 30th $640 calls for over $12 million.
2026-10-06	TMT Breakout	Citi	看多	Raised price target to $800, citing agentic AI expanding the CPU TAM.
2026-10-06	James Bulltard	author's own account	看多	Rolled 540 short puts in November to 550 in December (net-long exposure) and added 10 more contracts.
2026-10-05	TMT Breakout	BNP	看多	Raised the price target to $960, citing Helios and Venice CPUs driving major AI share gains.

2026年10月13日 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
2026年10月11日 — Three research notes from Cassandra Unchained, Irrational Analysis, and Macro Charts cover Fannie Mae preferreds, the history of Intel's 3D XPoint, and macro rotation signals
2026年10月7日 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
2026年10月6日 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
2026年10月5日 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
2026年9月9日 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
2026年9月8日 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes

带来源的观点和研究笔记,按原话记录。不是投资建议。