$美国超微公司(AM_老虎社区_美港股上老虎 - 老虎社区

不离亦不弃

$美国超微公司(AMD)$达子要掉链子的话AMD有望回到MI300时代的高估值，而且我一直觉得AMD不比英伟达硬件差太多

英伟达或推迟AI芯片！做多AMD的机会？

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

多思
08-14
多思
主要是生态，cuda优秀明显，迁移成本高，苏妈早意识到了，2 nm的MI 400受到大厂些青睐
cindy呀
08-14
cindy呀
ml400 有什么生态？

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