AMD静悄悄涨一倍,投资者静待苏妈明早业绩会

华尔街见闻
Aug 05

最近,美股AI大涨就不用多说了,NVDA从4月份底部翻了一倍有多,四家CSP在业绩会上确认Capex继续高增长,AI硬件的叙事再强化。有意思的是,在过去两年AI浪潮里最惨的一家AMD,自今年4月份低点以来也涨了一倍。从K线图上看,AMD先从去年10月份AI最火热的时候跌了50%,再从今年AI最惨的位置涨了1倍,回到去年10月份的位置。1.大家可能好奇为什么AMD涨那么多,是不是拿到什么AI大订单了...

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