IMA RESEARCH FLOW

AMD.US 时间线

更新标记:2026-06-15 | 按主题与实体时间线组织机构观点
AI算力与半导体产业链

AMD GPU上行空间未被完全定价,获Meta大单,上调至买入

Citi | 花旗-超威半导体(AMD.US)GPU上行空间未被完全定价;上调至买入,目标价575美元 CITI-Advanced Micro Devices (AMD.US) GPU Upside Not Fully Priced~In; Upgrade to Buy w $575 TP-260612.pdf
AI算力与半导体产业链

**亚洲食品供应链风险:地缘冲突如何推高新兴市场通胀(Morgan Stanley)**

| Morgan Stanley-Asia Economics:The Viewpoint,Supply Disruption Risks ~ A Focus on Food-260315.pdf