$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$ 的软件生态还是不如对手，大公司迁移成本高。好在他们也在拼命追，趋势在往好的方向走。这个短板不是一天能填平的，但总比不补强。

美股CPU双雄一齐爆发，AMD收涨7.8%，创下自2025年10月29日以来的收盘新高；英特尔收涨5.48%，续创历史新高，两只股票本月累计涨幅已分别达36.78%和55.22%。今年以来，由于持续的供需不平衡，AMD和英特尔已分别在3月和4月宣布提价。Bernstein上调AMD目标价至$265，认为其正从单一数据中心转变为了多元AI业务。【大家看好两只个股表现吗？现在还能上车吗？】

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