马前炮005期：AM_老虎社区_美港股上老虎

马前炮005期：AMD (2025.07.04)
$美国超微公司(AMD)$ 被压制了许久的芯片老二，最近终于抬头了。芯片市场太大且需求旺盛NAVD产能和交付都无法满足市场，老二前期也超跌不少，也是自己的持仓股，反弹起来!

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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