单季营收过百亿,股价却暴跌17%:看苏姿丰和AMD如何硬刚英伟达

新质动能
Feb 10

百亿营收难掩增长软肋作者|沛林编辑|沐风点击收听本文播客近日,芯片巨头AMD交出了一份足以载入史册的财报:2025年第四季度,其单季营收首次突破100亿美元大关,达到102.7亿美元,同比增长34% 。然而,就在业绩公布后的次日,迎接CEO苏姿丰(Lisa Su)的却是资本市场冷酷的重锤——股价暴跌17%,创下自2017年以来的单日最大跌幅 。这种极度的撕裂感背后,藏着半导体行业最残酷的真相:当...

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