它只是补涨.整个芯片_老虎社区_美港股上老虎 - 老虎社区

它只是补涨.整个芯片行业Amd涨幅掉得太远了

@阿咕咕咕：$美国超微公司(AMD)$ 最被市场无视的AI 芯片股， LISA SU 之前给出的今年MI 300系列销售额是4B ，我相信某一个财报后 LISA 会上调到5B （供应链瓶颈已经出现明显改善），而对照AVGO 12B 的AI 相关的销售额和AVGO 的市值比换算AMD 的合理股价应该是210左右而再考虑到未来两年 AMD AI GPU 具备的爆发式增速比AVGO 的更大， AMD 合理价格理应更高而且在消费电子部分还受益 AIPC 。股价横了有一个季度, 该雄起了

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