王炸芯片刚发布，AMD股价下跌4%？但CEO非常乐观

智东西10-11

编译 | 尹明顺编辑 | 漠影智东西10月11日消息，据彭博社报道，今日芯片巨头公司AMD股票创下了自9月3日以来最大的单日跌幅，当日较前一交易日下跌 4%，股价跌至164.18 美元。但从宏观而言，今年AMD股价总体仍上涨了11%。昨日的AMD Advancing AI 2024盛会为我们带来了许多前沿消息，MI325X AI CPU以及多款网络芯片的推出让AMD 公司对芯片市场上的未来发展...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2474056650?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-11 14:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2474056650","market":"sh","top_or_hot":-1,"title":"王炸芯片刚发布，AMD股价下跌4%？但CEO非常乐观","media":"智东西","content":"<div>\n<p>编译 | 尹明顺编辑 | 漠影智东西10月11日消息，据彭博社报道，今日芯片巨头公司AMD股票创下了自9月3日以来最大的单日跌幅，当日较前一交易日下跌 4%，股价跌至164.18 美元。但从宏观而言，今年AMD股价总体仍上涨了11%。昨日的AMD Advancing AI 2024盛会为我们带来了许多前沿消息，MI325X AI CPU以及多款网络芯片的推出让AMD 公司对芯片市场上的未来发展...</p>\n\n<a href=\"https://tech.ifeng.com/c/8daugeJ1rmq\">网页链接</a>\n\n</div>\n","source":"fenghuang_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>王炸芯片刚发布，AMD股价下跌4%？但CEO非常乐观</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n王炸芯片刚发布，AMD股价下跌4%？但CEO非常乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-11 14:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8daugeJ1rmq><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编译 | 尹明顺编辑 | 漠影智东西10月11日消息，据彭博社报道，今日芯片巨头公司AMD股票创下了自9月3日以来最大的单日跌幅，当日较前一交易日下跌 4%，股价跌至164.18 美元。但从宏观而言，今年AMD股价总体仍上涨了11%。昨日的AMD Advancing AI 2024盛会为我们带来了许多前沿消息，MI325X AI CPU以及多款网络芯片的推出让AMD 公司对芯片市场上的未来发展...</p>\n\n<a href=\"https://tech.ifeng.com/c/8daugeJ1rmq\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1852331112.SGD","symbol_name":"Blackrock World Technology Fund A2 SGD-H","start_time":0,"source_url":"https://tech.ifeng.com/c/8daugeJ1rmq","article_id":"2474056650","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2474056650","pubTimestamp":1728626632,"columns":[],"sourceInfo":{"source_id":"fenghuang_stock","name":"凤凰网"},"weMediaInfo":null,"summary":"编译 | 尹明顺编辑 | 漠影智东西10月11日消息，据彭博社报道，今日芯片巨头公司AMD股票创下了自9月3日以来最大的单日跌幅，当日较前一交易日下跌 4%，股价跌至164.18 美元。但从宏观而言，今年AMD股价总体仍上涨了11%。谈及竞争对手及未来合作发展，AMD认为自身存在着差异化优势，而且保持着非常开放的态度，并不抵触与一众竞争公司开展合作。AMD公司称，按收入计算，目前此类芯片市场中，AMD占有34%的份额。","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4573":"虚拟现实","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4512":"苹果概念","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","AMD":"美国超微公司","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4554":"元宇宙及AR概念","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","GFS":"GLOBALFOUNDRIES Inc.","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4566":"资本集团","BK4575":"芯片概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4588":"碎股","BK4141":"半导体产品","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC"},"translate_title":"Wangzha chip has just been released, and AMD's stock price fell 4%? But the CEO is very optimistic","themeId":"646e18a5e57edf88751c6ec58138b732","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"AMD":1,"GFS":1},"content_text":"编译 | 尹明顺编辑 | 漠影智东西10月11日消息，据彭博社报道，今日芯片巨头公司AMD股票创下了自9月3日以来最大的单日跌幅，当日较前一交易日下跌 4%，股价跌至164.18 美元。但从宏观而言，今年AMD股价总体仍上涨了11%。昨日的AMD Advancing AI 2024盛会为我们带来了许多前沿消息，MI325X AI CPU以及多款网络芯片的推出让AMD 公司对芯片市场上的未来发展充满信心。谈及竞争对手及未来合作发展，AMD认为自身存在着差异化优势，而且保持着非常开放的态度，并不抵触与一众竞争公司开展合作。▲AMD股价示意图（图源：路透社）一、全新产品性能超越英伟达与英特尔？定45亿美元收入目标AMD今日举行了AMD Advancing AI 2024盛会，并推出了MI325X AI加速器和多款网络芯片。会上，CEO苏姿丰（Lisa Su）称，MI325X使用的一种新型内存芯片，在运行AI软件时具备更好的性能，比英伟达H100更具优势。苏姿丰认为，AMD最新芯片将在某些能力上超越其他竞争对手。此外，苏姿丰还谈到目前公司正在推进的技术创新细节，她称，公司目前正在推出一系列基于Turin技术的新型CPU。她说道，目前装配AMD第五代EPYC中央处理器的电脑已开始上市销售。据苏姿丰称，这些芯片拥有多达192个处理器核心，性能上超越英特尔的最新产品。苏姿丰预计AI的需求将持续增长，且该行业在使用新技术方面“才刚刚起步”。在接受彭博社的采访时，苏姿丰说：“如今市场增长飞快。”并补充道：“我认为这是一个难得的机会。”▲彭博社采访苏姿丰（图源：彭博社）AMD还为今年的新型芯片设定了45亿美元的销售额目标，而且增长势头很快。对总体市场的未来情况，苏姿丰进行了积极而大胆的预测。她认为，预计到2028年，整体市场规模可能达到5000亿美元。二、差异化战略定位，不排斥与竞争对手开展合作苏姿丰对公司的差异化策略进行了说明，并以英伟达做对比。她认为，AMD的策略与英伟达不同，这种差异得到了客户的共鸣，这些竞争对手提供了包括模型和软件在内的完整系统，而且这些系统是封闭的。此外，苏姿丰还说，AMD目前没有改变其尖端制造供应商的计划。但该公司希望在生产方面实现更广泛的多样性，并正在考虑与台积电新建的亚利桑那州工厂开展合作。苏姿丰也透露了一些未来可能开展合作的对象，她认为AMD对此持以开放态度，她并未排除与三星电子或英特尔、英伟达等公司合作的可能性。对此，她说：“我认为不只我们拥有好的想法。”接受采访时，苏姿丰还补充道：“我们一直在关注制造业的态势，并始终在考虑如何构建最具韧性的供应链。”结语：实际来看AMD竞争势态仍不明朗彭博社称，AMD已成为英伟达在AI处理器市场中的最大竞争者，其正努力打破英伟达在AI 处理器领域的主导地位，目前正致力于加速创新步伐，推出新的CPU。但尽管如，AMD仍需要长时间努力才能与英伟达相媲美。但这可能要等到该公司季度收益报告出来才能知道具体情况，预计这将在本月底左右发布。AMD公司称，按收入计算，目前此类芯片市场中，AMD占有34%的份额。虽然英特尔仍占据该市场的主导地位，但其市场份额已从昔日的99%大幅下滑。▲AMD与英特尔市值对比图（图源：彭博社）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2474056650"}