重生之重返大牛市:AMD花82亿美元买的,不只是一个模型

同花顺
Sep 29

如果把时间拨回AI行情刚刚启动的阶段,投资者最容易犯的错误,往往不是看错技术方向,而是把一个漂亮的故事,直接当成了已经兑现的业绩。AMD以约82亿美元全股票收购World Labs,恰好提供了一个观察样本:芯片公司为什么愿意花大价钱进入模型层?这笔交易买到的,究竟是成熟收入、科研团队,还是对下一代计算需求的判断权?一、82亿美元,先别急着等同于现金买卖AMD于美国时间9月28日宣布,拟以约82...

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