$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$ $英伟达(NVDA)$AMD 正在和达子缩小差距。MI400 系列在推理性能上已接近 H200，而价格便宜约 30%。对大模型公司来说，这种性价比优势足以推动采购多元化。OpenAI、xAI 已经下了大单，说明市场确实在主动分散供应链。达子还要努力啊

英伟达财报来袭！绩前该如何布局？

上周五芯片指数收跌4%、全周转跌，英伟达跌超4%、止步七连阳、全周仍涨近5%；本周资本市场的关注焦点是当地时间本周三美股盘后，英伟达（NVDA.US）将要发布的2027财年第一季度财报。花旗（C.US）集团预计，英伟达一季度营收或达到800亿美元，比市场预期高出14亿美元左右。作为全球市值最高的公司，英伟达股价自3月底触底回升以来，累计涨幅已接近35%。【英伟达能否顶住市场考验？绩前大家会如何布局？】

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