$美国超微公司(AM_老虎社区_美港股上老虎

1，cpu 好像比存储更缺货，AI Agent 提高了 CPU 相对 GPU 的需求

2，Anthopic 正在招募懂 ROCM 的开发者，

3，rumor 亚马逊会是 Helios 的下一个大客户

今年 CPU、GPU 双线爆发，双轮驱动，涡轮增压。。

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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