在当前的估值水位下，_老虎社区_美港股上老虎

在当前的估值水位下，我更看好 AMD 的反弹弹性。
苹果的高端提价策略虽能守住利润率，但受限于消费电子换机周期与估值饱和，对股价的拉动边际递减。相对而言，市场对科技巨头资本开支及 AI 变现的疑虑，已为 AMD 提供了足够的回调安全边际。
只要管理层指引能印证晶片算力需求持续强劲，并转化为高质量的自由现金流，AMD 具备更强的估值修复动力与上行爆发力！

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