AMD:推理之王

美股研究社
25 Jul

作者丨Jia Ming Eow编译 | 华尔街大事件AMD(NASDAQ:AMD)的股价表现跑输了标普 500、纳斯达克 100(QQQ)等主要指数,原因是之前市场炒作过头,导致 AMD 估值过高。但现在,AMD 的新产品线 ——2026 年推出的 MI400 系列 GPU,绝对能改变格局:它既能充分抓住推理需求的增长,又能大幅缩小与英伟达的技术差距。英伟达目前市值约 4.1 万亿美元,而 AMD...

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