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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-amd-fy26q2-earnings-ai-gpu-guidance-watch@catalyst-calendar.local
DTSTAMP:20260720T200617Z
DTSTART:20260804T210000Z
DTEND:20260804T223000Z
SUMMARY:AMD Q2 2026财报与AI GPU/服务器CPU指引窗口
DESCRIPTION:AMD Q2 2026财报日期当前为商业日历未确认窗口。官方Q1材料已给出Q2收入约112亿美元、上下浮动3亿美元及非GAAP毛利率约56%的指引；事件重点在AI GPU、EPYC服务器CPU和中国出口限制影响。\\nImpact score: 87\\nExpected: 市场将核验数据中心收入、Instinct GPU出货、EPYC服务器CPU份额、毛利率和出口限制对AI芯片销售的影响。\\nAffected: AMD(subject\, mixed\, score 84)\; AVGO(peer\, mixed\, score 72)\; SMH(etf\, mixed\, score 72)\; SOXX(etf\, unknown\, score 68)\; MU(supplier\, mixed\, score 68)\; NVDA(peer\, mixed\, score 66)\\nSources: AMD Q1 2026 results: https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results\\nAMD investor relations: https://ir.amd.com/\\nWall Street Horizon AMD earnings calendar: https://www.wallstreethorizon.com/amd-earnings-calendar\\nAMD financial results page: https://ir.amd.com/financial-information/financial-results\\nYahoo Finance AMD earnings calendar: https://finance.yahoo.com/calendar/earnings?symbol=AMD\\nAMD IR calendar: https://ir.amd.com/news-events/ir-calendar\\nAMD Q2 2025 financial results event: https://ir.amd.com/news-events/ir-calendar/detail/20250805-amd-fiscal-second-quarter-2025-financial-results\\nNVIDIA events and presentations: https://investor.nvidia.com/events-and-presentations/events-and-presentations/default.aspx\\nNVIDIA quarterly results page: https://investor.nvidia.com/financial-info/quarterly-results/default.aspx\\nMarketBeat AMD earnings calendar: https://www.marketbeat.com/stocks/NASDAQ/AMD/earnings/\\nNasdaq AMD earnings page: https://www.nasdaq.com/market-activity/stocks/amd/earnings\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-amd-fy26q2-earnings-ai-gpu-guidance-watch
CATEGORIES:earnings\,US\,earnings\,AI_GPU\,data_center\,guidance\,AI accelerator\,EPYC\,data center\,AI GPU\,server CPU\,estimated\,semiconductor\,MI series\,watch\,AI-accelerator\,data-center\,MI400\,datacenter\,GPU\,AI-GPU
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DESCRIPTION:Review catalyst preview: AMD Q2 2026财报与AI GPU/服务器CPU指引窗口
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DESCRIPTION:Complete post-event review: AMD Q2 2026财报与AI GPU/服务器CPU指引窗口
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