$美国超微公司(AM_老虎社区_美港股上老虎

看好的案例：如果AI需求持续（参考Lisa画的饼）+ AMD拿到可观的市场份额 = 未来某个时间点收入增速会比NVDA好看很多很多。

看坏的案例：感觉AI GPU的份额有点线性外推了。当年携手Intel+TSMC暴打Intel这么几年在数据中心CPU的份额是多少？2027年AI GPU的份额有没有拍的更高？难道黄哥还不如BK能打？

ps：AI加速卡按收入算目前lisa是老三。。。

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精彩评论

雁门关向东二万五千里
03-25
雁门关向东二万五千里
Al是趋势，当AMD的季度收入达到70美元时，股价值160-190.
ruan_7128
03-22
ruan_7128
哈哈😀

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