$美国超微公司(AM_老虎社区_美港股上老虎

2024-04-25

$美国超微公司(AMD)$ 这家公司AI业务其实也就那样，占比不高，但股价却炒得老高，简直就像坐火箭一样。在这价位上看，就跟废纸没啥两样，典型的“垃圾股”。

摩根士丹利发表研究报告指，AMD宣布与OpenAI达成协议，获OpenAI入股，料持股高达10%，双方并将开展AI芯片长期合作，未来数年部署6GW的AI运算容量，投资规模逾1000亿美元。大摩上调AMD目标价至246美元，【大家觉得如果踏空，现在还能进吗？AMD后市，你是否持续看好？】

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