鸡汤也喝，鸡血也打。_老虎社区_美港股上老虎 - 老虎社区

小小赢麻了

鸡汤也喝，鸡血也打。无论从基本盘和估值都不太差，可AMD就是不涨，半导体现在就属它最拉跨，一直连跌快拿不住了。😓

AMD与博通的竞争格局：哪家半导体股更值得关注?

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD与博通的竞争格局：哪家半导体股更值得关注?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1091564020\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2025-01-01 20:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在过去一年,半导体行业经历了起起伏伏,不是所有公司都从市场的整体反弹中获益。两大半导体巨头AMD和Broadcom在股价表现上迥然有别,但它们在行业中扮演着同样重要的角色。</p><p>AMD尽管在2024年遇到一些挑战,但数据中心和PC市场的良好前景为其带来了未来的希望。分析预测,AMD在2025年的每股收益将增长54%至5.13美元,收入也将高速增长27%至325亿美元。AI GPU及Ryzen处理器的需求旺盛为AMD提供了支撑。</p><p>相比之下,Broadcom在AI芯片市场占据重要地位,得益于其定制AI处理器和网络芯片的出色表现,去年财年收入同比大涨220%。未来三年内,Broadcom在AI领域的收入有望进一步翻番。但其非AI半导体业务近期出现下滑,不过预计将在未来复苏。</p><p>综合来看,这两家芯片制造商在2025年及以后都有望实现强劲增长。但Broadcom的估值相比AMD更高,投资者或更倾向于选择AMD,因为后者的估值更合理,且增长潜力也令人期待。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1001d2154b5496d0c97cc94f0389ca6e\" tg-width=\"560\" tg-height=\"240\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d60dd7ed125fb028d96b1a7c2dd225c1\" tg-width=\"560\" tg-height=\"240\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194634987","content_text":"在过去一年,半导体行业经历了起起伏伏,不是所有公司都从市场的整体反弹中获益。两大半导体巨头AMD和Broadcom在股价表现上迥然有别,但它们在行业中扮演着同样重要的角色。AMD尽管在2024年遇到一些挑战,但数据中心和PC市场的良好前景为其带来了未来的希望。分析预测,AMD在2025年的每股收益将增长54%至5.13美元,收入也将高速增长27%至325亿美元。AI GPU及Ryzen处理器的需求旺盛为AMD提供了支撑。相比之下,Broadcom在AI芯片市场占据重要地位,得益于其定制AI处理器和网络芯片的出色表现,去年财年收入同比大涨220%。未来三年内,Broadcom在AI领域的收入有望进一步翻番。但其非AI半导体业务近期出现下滑,不过预计将在未来复苏。综合来看,这两家芯片制造商在2025年及以后都有望实现强劲增长。但Broadcom的估值相比AMD更高,投资者或更倾向于选择AMD,因为后者的估值更合理,且增长潜力也令人期待。","news_type":1,"symbols_score_info":{"AMD":1.1,"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":768,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GFS","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":103,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/388422749741560"}