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利好隆基绿能的产品路线

AMD今日上涨1.50%，宣布收购多伦多AI芯片初创公司Taalas，被散户解读为"更直接地对标英伟达"，加码AI推理布局。美银（BofA）也发报告称AMD正在缩小与英伟达的差距。在英伟达仍主导AI芯片、并转向设计工具之际，AMD选择在硬件栈上强攻。刚被财报砸过的AMD，这场AI芯片军备竞赛能咬下第二把交椅吗？

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