$美国超微公司(AM_老虎社区_美港股上老虎

一起手牵手

07-31

$美国超微公司(AMD)$ 市场认为AI最大的矛盾是投入过多跟产出太少之间的矛盾；

金主谷歌微软等认为AI最大的矛盾是投资不足的风险远大于过度投资；

随着谷歌微软等金主表态AI开支还会持续加大，今晚Meta估计也是这个调性，市场的质疑可以告一段落了。

花钱的金主都不怕过度投资，最怕的是投资不足被竞争对手打败，市场整体瞎操心这些有毛用，不如老老实实看产业趋势和业绩兑现，等到转向了再跑也不迟。

微软资本开支超预期，AMD业绩和指引超预期，盘后美股AI股英伟达、台积电、博通、AMD等股价都是大涨，调整了那么久，也该好好反弹一下了吧。

MAKE AI GREAT AGAIN!

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。

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火火兔爸
07-31
火火兔爸
对于金主的股东可不算好消息

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