2026年AMD仍具_老虎社区_美港股上老虎 - 老虎社区

梦想快实现

2026年AMD仍具高景气与超额收益潜力，英特尔具备重回主赛道的条件但需时间验证，策略上可高配AMD+低配英特尔，动态调整。

集体上调评级！英特尔、AMD上车否？

KeyBanc上调英特尔、AMD两家公司评级至Overweight，表示数据中心需求不再看英伟达，市场开始关注从GPU扩散到CPU、内存、服务器、网络设备的AI投入。【大家有持有AMD/英特尔吗？如果二选一，你更看好哪家公司？】

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精彩评论

清爽起飞
01-15
清爽起飞
最气人的是唯一打到的涂鸦科技跌成了垃圾
TabLucy
01-15
TabLucy
策略靠谱，AMD稳赚，英特尔再等等！

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