$美国超微公司(AM_老虎社区_美港股上老虎

DeepSeek 对英伟达是威胁，但是他对AMD是好事，他的低成本模型与 AMD 硬件的结合，使 AMD GPU 成为更具性价比的替代方案，AMD 的 AI GPU 销售额预期从 2024 年的 20 亿美元上调至 50 亿美元，预计未来 5-10 年核心 AI GPU 业务将显著增长，这玩意有助于 AMD 在与英伟达的竞争中取得一定优势，增强其在 AI 硬件领域的市场地位，使市场竞争格局更加多元化，英伟达的主导地位受到挑战，AMD 有机会提升自身在市场中的份额和影响力，所以这个时候AMD的股价跌就是接入的机会

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精彩评论

正直的人
02-04
正直的人
英伟达降价就是雪崩，它的出路是往高性能卷。一旦创新停滞，后发者制人
荷马先生
02-04
荷马先生
英伟大不会降价促销吗
大头菜5566
02-03
大头菜5566
我也是这么觉得
王大聪Charan
02-04
王大聪Charan
臣附议

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