$美国超微公司(AM_老虎社区_美港股上老虎 - 老虎社区

量化交易追随者

$美国超微公司(AMD)$

有人说AMD很可能会取代英伟达，但感觉它其实还需要很长一段路要走。从财报来看，AMD净利润同比增长远远大于英伟达，不过营收增长明显低于英伟达。但这并不影响我对AMD的看好，AMD目前的市盈率已高达364倍，远远超过英伟达的66.5倍。

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安和昂
03-06
安和昂
AMD的市盈看看就好，Mi300和AI PC交付量起来的话，市盈率会爆降
- 安和昂回复winsomegold:
  1.AI PC目前还处于比较初始的概念阶段，溢价确实卖不出来。
  2.intel的NPU真算了吧，自己的并行加速框架约等于无，只能拿出几个特地优化过的应用吹牛逼搞营销。真要看通用性还得看AMD的NPU
- winsomegold:
  按摩店AI PC算了吧。23年1月发售，卖了一整年比如Intel上市推广的有名堂。一点溢价卖不上，不然Client营收还这么屎。我情愿寄望MI300，特别苹果转向AI能再加点订单

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