大家都那么保守吗？我_老虎社区_美港股上老虎 - 老虎社区

大家都那么保守吗？我预AMD财报后涨幅15%。没啥依据，就是觉得算力市场向推理端倾斜，这个市场足够大增速足够高，各大厂的军备竞赛就算AMD能够吃下10%，都是极大的增量。

老虎财报季

美股财报季来袭，本周最值得下注的两家公司非Netflix和台积电莫属。一边是全球最大的流媒体平台，刚刚在广告技术领域迈出独立第一步；另一边是AI风口上的晶圆代工巨头，基本面持续火热，二季度有望创下历史最佳盈利纪录。这两个公司的财报，你更看谁呢？

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Allen学炒股
08-05
Allen学炒股
疯了吧

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