英伟达跌,AMD涨,罪魁祸首可能是Arista Networks?

华尔街见闻
Feb 14

周五,英伟达与AMD的股价走势出现分化,此前Arista Networks首席执行官在财报电话会议上表示,公司正看到部分部署转向AMD。 英伟达股价周五盘中下跌近3%,而AMD上涨接近1%。 在周四晚间的财报电话会上,当被分析师问及公司与AMD的合作情况时,Arista首席执行官Ullal表示:“一年前,基本上99%都是英伟达,对吧?而今天,当我们查看部署情况时,大约有20%,甚至略高一些,约...

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