$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$推理和智能体AI正在急剧增加对服务器CPU计算能力的需求，因为这些工作负载除了需要CPU作为GPU和加速器的头节点外，还需要额外的CPU处理能力来进行任务编排，这波半导体行情现在应该是到中场了，毕竟逻辑非常清晰，就看后面能发酵到什么程度了

英特尔再创新高！芯片股还能买哪家？

芯片指数收涨5.5%，和标普、纳指均本周第三日收创最高纪录，美光收涨逾15%，据称达成代工苹果设备芯片的初步协议后，英特尔收涨14%，AMD财报周累计大涨26%。【大家看好哪家表现？】

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