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汇丰银行分析师Frank Lee在研报中指出,此次评级上调主要基于三大关键因素。 首先,AMD与沙特阿拉伯达成的人工智能(AI)合作协议为公司带来了新的发展机遇。 其次,国际贸易关税紧张局势的缓和为行业发展创造了有利环境。
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