$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今天这个跌的莫名其妙。去年内存供货不平衡可以抬价，闪迪等大赚一笔，股价一飞冲天。同样道理，今年AI芯片，一片难求，TSM N2都用来代工GPU，为什么x86联盟不能联手抬价？

全球最大科技盛会CES 2026本周来袭，北京时间周二凌晨至早间档， $英伟达 (NVDA.US)$ CEO黄仁勋、 $美国超微公司 (AMD.US)$ 掌门苏姿丰将发表主题演讲。同时，事关 $英特尔 (INTC.US)$ 代工业务命运的首款“18A”芯片细节届时也将浮出水面。$阿里巴巴 (BABA.US)$ / $阿里巴巴-W (09988.HK)$ 、 $联想集团 (00992.HK)$ 、三星电子、LG等亚洲科技力量将集中亮相。【大家看好半导体&AI上涨势头吗？现在该布局哪一家？】

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