$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高毛利率的 MI300 和 EPYC 芯片占比提升，加上成熟制程库存逐渐出清，整体产品结构优化，预计将继续推高毛利率至 52–54% 区间。

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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