北洛祖师
02-11
AMD这次大跌不是被错杀，而是市场对财报“含金量”的理性纠偏。虽然营收和利润都创了新高，但华尔街发现这份“满分答卷”里藏了不少水分，核心逻辑是“高估值撑不住低质量增长”。
AMD&Meta强强联手！加仓好时机？
Meta准备采购AMD的芯片，并且金额高达60B，并且可能间接持有amd 10%股份。【大家看好强强联手吗？现在是否是加仓好时机？】
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