$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$ $英伟达(NVDA)$AMD 正在和达子缩小差距。MI400 系列在推理性能上已接近 H200，而价格便宜约 30%。对大模型公司来说，这种性价比优势足以推动采购多元化。OpenAI、xAI 已经下了大单，说明市场确实在主动分散供应链。达子还要努力啊

英伟达股价突破震荡区间！能否引领新一轮行情？

4月24日周五，英伟达股价收涨4.32%，收报208.27美元，刷新此前10月29日创下的历史收盘纪录。英伟达市值站稳5万亿美元关口，稳居全球最高估值公司之位，短短四周前，英伟达较峰值一度回落20%，【大家觉得突破震荡区间的英伟达，能否带领新一轮芯片行情？现在还能加仓英伟达吗？】

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