$美国超微公司(AM_老虎社区_美港股上老虎

量化交易追随者
2024-05-22

打打闹闹了好几月，认真讨论下3件事值得大家部署AMD：1.相关公司台积电/美光/三大云业绩看AI晶片需求没停下来；2.之前meta,微软都是内部用MI250/MI300，微软说可在Azure 提俱MI300；3.上次财报提到供应链会加速。另外，AMD的PB才4,即$4买$1资产，对比NVDA几十PB，AMD底气挺强。

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