$美国超微公司(AM_老虎社区_美港股上老虎

五年一个周期

01-14

$美国超微公司(AMD)$花旗发了报告看空AMD和英特尔，认为这两家大量业务集中在普通消费电子方向，受存储短缺影响这部分业务会明显下滑。

集体上调评级！英特尔、AMD上车否？

KeyBanc上调英特尔、AMD两家公司评级至Overweight，表示数据中心需求不再看英伟达，市场开始关注从GPU扩散到CPU、内存、服务器、网络设备的AI投入。【大家有持有AMD/英特尔吗？如果二选一，你更看好哪家公司？】

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