Chris Chang
05-07
大家在80块都没补吗?
英伟达或推迟AI芯片!做多AMD的机会?
据Fubon Financial分析师消息,英伟达下一代AI芯片Rubin可能面临推迟上市,原因为:为了更好应对AMD的竞争(尤其是AMD MI450)。AMD近半年来股价快速反弹,业务上正在加快AI芯片迭代节奏,力求缩小与英伟达的差距。【现在是否到做多AMD的时刻?AI芯片大战,你更看好英伟达orAMD?】
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