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- 水之旅水之旅
  ·2025-12-10
  这篇文章不错，转发给大家看看
  @就是jasper呀：
  ‌$美国超微公司(AMD)$ ‌$英伟达(NVDA)$ ‌‌批准对华出口不一定能够大幅提升采购量，甚至还要牺牲25%的利润空间，存在两个风险： 1. 需求增长出现了瓶颈，芯片厂商需要寻找新的增长点； 2. 牺牲毛利清理H200的库存，英伟达还行，AMD撑得住吗？
  ‌$美国超微公司(AMD)$ ‌$英伟达(NVDA)$ ‌‌批准对华出口不一定能够大幅提升采购量，甚至还要牺牲25%的利润空间，存在两个风险： 1. 需求增长出现了瓶颈，芯片厂商需要寻找新的增长点； 2. 牺牲毛利清理H200的库存，英伟达还行，AMD撑得住吗？
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