2026年AMD仍具_老虎社区_美港股上老虎 - 老虎社区

梦想快实现

2026年AMD仍具高景气与超额收益潜力，英特尔具备重回主赛道的条件但需时间验证，策略上可高配AMD+低配英特尔，动态调整。

CPU双雄大涨！AMD&英特尔，大家上车了吗？

美股CPU双雄一齐爆发，AMD收涨7.8%，创下自2025年10月29日以来的收盘新高；英特尔收涨5.48%，续创历史新高，两只股票本月累计涨幅已分别达36.78%和55.22%。今年以来，由于持续的供需不平衡，AMD和英特尔已分别在3月和4月宣布提价。Bernstein上调AMD目标价至$265，认为其正从单一数据中心转变为了多元AI业务。【大家看好两只个股表现吗？现在还能上车吗？】

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精彩评论

清爽起飞
01-15
清爽起飞
最气人的是唯一打到的涂鸦科技跌成了垃圾
TabLucy
01-15
TabLucy
策略靠谱，AMD稳赚，英特尔再等等！

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