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韓國KOSPI指數開漲2.43%,SK海力士漲4.8%,三星電子漲3.6%。
2026-11-04
韓國KOSPI指數開漲2.43%,SK海力士漲4.8%,三星電子漲3.6%。
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2026-11-04
Australia AIG Construction Performance Index Oct -26.9; prior revised from -6.9 to -5.
Australia AIG Construction Performance Index Oct -26.9; prior revised from -6.9 to -5.
2026-11-04
AMD reported 2026 Q3 revenue $13.38bn, up 45% YoY and above consensus $13.09bn; adjusted EPS $2.09 vs $1.95 expected. Data center revenue nearly doubled YoY to $8.5bn, representing 64% of sales (vs 47% a year earlier), driven by AI processor demand; CEO Lisa Su said data center processor demand is expected to accelerate and the company can meet AI chip demand. AMD guided Q4 revenue ~ $17.0bn, above street $16.2–16.3bn, but gave gross margin guidance of 55% vs consensus 55.3% (a mild miss). PC an
AMD reported 2026 Q3 revenue $13.38bn, up 45% YoY and above consensus $13.09bn; adjusted EPS $2.09 vs $1.95 expected. Data center revenue nearly doubled YoY to $8.5bn, representing 64% of sales (vs 47% a year earlier), driven by AI processor demand; CEO Lisa Su said data center processor demand is expected to accelerate and the company can meet AI chip demand. AMD guided Q4 revenue ~ $17.0bn, above street $16.2–16.3bn, but gave gross margin guidance of 55% vs consensus 55.3% (a mild miss). PC and gaming revenue fell 8% YoY to $3.7bn, with gaming down 40%, citing memory supply tightness and rising prices. AMD shares rose over 9% after hours, lifting NVIDIA, SK Hynix and other chip stocks.
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