本轮CPU双雄大涨绝_老虎社区_美港股上老虎

纳兰长空
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本轮CPU双雄大涨绝非简单的板块轮动，而是一场由AI架构范式转移驱动的估值重构。智能体AI对CPU需求量的结构性提升（配比从1:8向1:2演进）、供给端实质性紧缺（涨价+交货期大幅延长）、以及市场资金从GPU向CPU切换的合力，共同推动AMD和英特尔创下历史性涨幅。但连涨12日后，短期技术面乖离、估值饱和以及即将到来的财报窗口（英特尔4月23日、AMD 5月5日）均需保持警惕。

# CPU双雄大涨！AMD&英特尔，大家上车了吗？

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