据Barron's、MarketWatch和Seeking Alpha的报道，美银证券集团（BofA Securities）的分析师Vivek Arya于9日以市场竞争为理由，将AMD的投资评级从“买入”降低至“中性”，并将目标价从180美元下调至155美元。

Arya表示，AMD要在AI加速器市场上挑战领头羊英伟达并非易事，而其最大的云端客户亚马逊（Amazon.com）则明确表达出更倾向于采用Trainium、Marvell的替代性定制AI芯片以及英伟达的产品，对AMD的需求并不强烈。此外，谷歌也持续偏好其内部研发的TPU以及博通（Broadcom）和英伟达的芯片。

一年前，当AMD发布专为AI和高性能计算（HPC）设计的加速器“Instinct MI300X”时，亚马逊旗下的云端计算服务提供商Amazon Web Services（AWS）曾表示有意在云端部署这些芯片。然而，据亚马逊内部人士透露，由于市场需求不足，AWS并未实际部署这些芯片。

针对此情况，AMD的发言人在9日通过电子邮件向Seeking Alpha表示，关于亚马逊高层认为其AI加速器“尚未”迎来大量需求的说法是“不正确的”。该发言人强调，AMD与AWS关系紧密，公司正在与AWS及终端客户积极探索AI领域的商业机会。

不过，美银的Arya认为，尽管AMD与微软（Microsoft）、Meta Platforms以及甲骨文（Oracle）等公司保持着良好的合作关系，但这些公司计划大举投资英伟达最新一代的Blackwell芯片，这可能会限制AMD的发展空间。

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受此影响，AMD股价在9日大幅下跌5.57%，收于130.87美元，创下了自8月7日以来的收盘新低。在费城半导体指数的30支成分股中，其跌幅仅次于Marvell Technology, Inc.的5.71%和Coherent Corp.的6.55%。

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