在前文双线作战的孤勇者：AMD如何打破英特尔与英伟达的“双重垄断”？-科技公司深度解剖 015中，我们详细剖析了AMD的各个业务板块，并明确提出：站在当下时点投资 AMD，本质上是押注其能在 AI 增量市场中获得显著份额（例如 10%-20%），并维持在 CPU 存量市场的领先优势。 但同时因小心 “GPU 叙事很大、但上量慢/毛利一般”对估值的下杀。Advanced Micro Devices,...
Source Link在前文双线作战的孤勇者：AMD如何打破英特尔与英伟达的“双重垄断”？-科技公司深度解剖 015中，我们详细剖析了AMD的各个业务板块，并明确提出：站在当下时点投资 AMD，本质上是押注其能在 AI 增量市场中获得显著份额（例如 10%-20%），并维持在 CPU 存量市场的领先优势。 但同时因小心 “GPU 叙事很大、但上量慢/毛利一般”对估值的下杀。Advanced Micro Devices,...
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