04:15窗口：AMD二季度营收$11.5 billion，三季度指引约$13 billion

[
  {
    "event_id": "AMD-Q2-EARNINGS-20260804",
    "title": "AMD二季度营收$11.5 billion，三季度指引约$13 billion",
    "event_time_utc": "2026-08-04T20:15:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-04T20:15:00Z",
    "event_type": "earnings_guidance",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": 2,
    "confidence": 98,
    "horizon": "weeks",
    "raw_facts": {
      "q2_2026_revenue": {
        "actual": "$11,536 million",
        "consensus": "原文未披露",
        "prior": "$7,685 million",
        "change": "Up 50%"
      },
      "q2_2026_data_center_segment_revenue": {
        "actual": "$6,718 million",
        "consensus": "原文未披露",
        "prior": "原文未披露",
        "change": "up 107% year-over-year"
      },
      "q3_2026_revenue_guidance": {
        "actual": "approximately $13 billion, plus or minus $300 million",
        "consensus": "原文未披露",
        "prior": "原文未披露"
      },
      "q3_2026_non_gaap_gross_margin_guidance": {
        "actual": "approximately 56%",
        "consensus": "原文未披露",
        "prior": "原文未披露"
      },
      "q2_2026_non_gaap_gross_margin": {
        "actual": "56%",
        "consensus": "原文未披露",
        "prior": "原文未披露"
      }
    },
    "transmission_chain": "AMD Q2数据中心营收为$6,718 million、同比up 107%，并给出Q3营收approximately $13 billion plus or minus $300 million的指引 -> AI数据中心芯片需求与供应链景气预期获得新的公司端数字锚点 -> 半导体设计、代工、先进封装和存储相关权重的盈利预期被重新定价 -> 影响SEMICONDUCTOR（SSE.512480）的场外事件定价。",
    "invalidation_conditions": [
      "AMD后续公告撤回或下调Q3营收approximately $13 billion plus or minus $300 million的指引",
      "AMD后续披露更正Q2数据中心营收$6,718 million或同比up 107%的数字",
      "后续核心供应链披露显示该AI数据中心需求假设被实质下调"
    ],
    "source_urls": [
      "https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results"
    ],
    "source_tier": "A"
  }
]