那些似是而非的交易，_老虎社区_美港股上老虎

那些似是而非的交易，那些可做可不做的交易，那些侥幸碰运气的交易，都是交易路上的敌人。我们来这个市场的目的是为了赚钱，不是为了体验交易本身，更不是来这个市场消费，不能本末倒置。$利欧股份(002131)$ $立新能源(001258)$ $紫光股份(000938)$

AMD收购Taalas加码推理，要正面硬刚英伟达？

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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