$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$ 和英特尔比，老黄真不是一个级别对手。同样TSMC的工艺老黄还有体量优势和议价空间。就看花街还有没有耐心等AMD追赶了。ZEN拯救了AMD。但CDNA+Rocm面对老黄的迭代速度，怎么看都差了一大截。产品路线上至少要到26年才有一个理论上的超车点。PC和桌面显卡拉胯的市场想不出两个Q内能有出惊喜的可能。现在AMD能分别坐稳CPU和GPU老二就可以了。多头只能期待AMD颠覆性的架构玩法出横空出世。。。。。

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Ryan.Z
06-12
Ryan.Z
我上周五买入，可惜被降级了，跌了。

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