$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$ AMD短线情绪不如SMCI激进，但从长期看，AMD生态更完整，市占率持续提升，且与巨头合作深度增长。建议逢低吸纳 AMD

特朗普带领商界大佬们前往中东捞钱，前与沙特签下6000亿美元投资，后获卡塔尔1.2万亿美元“经济交换”承诺，包括订购美国航空航天巨头波音所产飞机的大单。【半导体板块首次提振，集体大涨后，目前回调。回调之际会是上车机会吗？大家更看好哪家表现？】

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