面对 AMD 的短期_老虎社区_美港股上老虎

沉穩
10-12

面对 AMD 的短期回调与 AI 资本开支的回报疑虑，我更倾向于将此视为分批低吸的窗口，而非恐慌离场的讯号。
尽管市场对短期需求预期有所重置，但 AI 算力升级的长期大趋势并未改变。AMD 在 GPU 与 CPU 市场的双重布局，依然为其提供强大的基本面支撑。与其盲目猜测最低点，不如秉持长期主义，利用波动透过分批建仓或卖出 Short Put 收集优质筹码，以时间换取成长空间。

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