$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。。。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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😀

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":287073949454384,"tweetId":"287073949454384","gmtCreate":1711115939104,"gmtModify":1711115945449,"author":{"id":9000000000000215,"authorId":9000000000000215,"authorIdStr":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":62,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/a45e1615b4cdd0ccd07a2b64b678c51b","width":"317","height":"220"}],"coverImages":[{"img":"https://static.tigerbbs.com/a45e1615b4cdd0ccd07a2b64b678c51b","width":"317","height":"220"}],"html":"<html><head></head><body> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>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。。。<img src=\"https://static.tigerbbs.com/a45e1615b4cdd0ccd07a2b64b678c51b\" tg-width=\"317\" tg-height=\"220\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>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。。。<img src=\"https://static.tigerbbs.com/a45e1615b4cdd0ccd07a2b64b678c51b\" tg-width=\"317\" tg-height=\"220\"></body></html>","text":"$美国超微公司(AMD)$ 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。。。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/287073949454384","repostId":0,"isVote":1,"tweetType":1,"viewCount":1511,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":317,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":288138954612856,"gmtCreate":1711372110311,"gmtModify":1711372114027,"authorId":4092177932484180,"author":{"id":4092177932484180,"authorId":4092177932484180,"name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":287073949454384,"type":1,"supId":0,"prevId":0,"content":"Al是趋势，当AMD的季度收入达到70美元时，股价值160-190.","text":"Al是趋势，当AMD的季度收入达到70美元时，股价值160-190.","html":"Al是趋势，当AMD的季度收入达到70美元时，股价值160-190.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":287093696954640,"gmtCreate":1711120156114,"gmtModify":1711120159883,"authorId":4131409357956500,"author":{"id":4131409357956500,"authorId":4131409357956500,"name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":287073949454384,"type":1,"supId":0,"prevId":0,"content":"哈哈😀","text":"哈哈😀","html":"哈哈😀","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/287073949454384"}