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dangqian,meiguoshishijiedierdatongxiaofeiguo。genjugongkaishuju,meiguo2024nianxiaofeiledayue160wandunjingliantong,jinkouleyue81wandunjingliantong,zhuyaojinkouzizhili(65%)、jianada(17%)、moxige(9%)hemilu(6%)。meiguozaiquanqiutonggongyinglianzhongdecanyuduhenxiao,jinzhantongkuangchanliangde5.1%,jingliantongchanliangde3.3%。维持“买入”评级的美银分析师Vivek Arya预计,到2026年AMD将在CPU和AI GPU市场获得显著份额。目前AMD在CPU市场的占有率不足20%,但Arya预计这一数字到2026年将超过30%。