AMD 首席执行官苏_老虎社区_美港股上老虎

2025-05-07

AMD 首席执行官苏姿丰表示，尽管面临出口限制等因素，但仍预计公司数据中心业务的 AI 芯片收入今年将实现 “强劲的两位数” 增长，且即将推出的芯片新品将有助于提振下半年的销售

特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】

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