$美国超微公司(AM_老虎社区_美港股上老虎

五年一个周期

04-17

$美国超微公司(AMD)$聊一下AMD的几个逻辑

1，cpu 好像比存储更缺货，AI Agent 提高了 CPU 相对 GPU 的需求

2，Anthopic 正在招募懂 ROCM 的开发者，

3，rumor 亚马逊会是 Helios 的下一个大客户

今年 CPU、GPU 双线爆发，双轮驱动，涡轮增压。。

芯片板块狂飙！英特尔、AMD…还能投吗？

英特尔绩后股价飙升，AMD大涨14%，费城半导体指数周五涨4.32%，创纪录连涨18日，全周累计涨10.02%。【大家看好AMD、英特尔后市发展吗？芯片板块能否继续追？】

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