忽略超微电脑的短期噪音

美港股观察社
May 09, 2025

作者:JR Research编译:美港股观察社Hopper-Blackwell 过渡期带来冲击关于人工智能服务器领域的信号开始出现分歧。虽然大型云服务提供商对于今年剩余时间的资本支出展望并未让人失望,但像超微电脑这样的人工智能硬件组装商却并非如此。超微电脑仍有复苏潜力的观点,尽管不确定性可能会妨碍短期前景的明朗化,阻碍更强劲的估值提升,而估值提升的显著运行在 2024 年初达到顶峰。尽管其估值已经...

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