$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$GPU需求将延续至 2026 年后：人形机器人、全自动驾驶、视频与智能体应用均处于萌芽期，这些领域都需消耗大量 GPU 算力。AMD的逻辑就这么简单。

AMD上个季度的营收仍创纪录，和本季度的指引均强于华尔街预期。尽管如此，受美国出口限制产品恢复对华出口的前景仍不确定，财报公布后，周二收跌逾1%的AMD股价跌幅扩大，盘后一度跌超5%。【绩前股价大涨的AMD，现在是否已经price in？如果你看好后续发展，会考虑在多少价位进场？】

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