现在还在强挽AI叙事_老虎社区_美港股上老虎

现在还在强挽AI叙事吹票，高开低走一碗大面没跑了。

AMD在美股周四（11月5日）跌17.28%，两天前的强财报和第四季度高指引未能抵消政策折价。公司第三季度营收、每股收益和数据中心收入均超过预期，管理层还预计下一季营收约170亿美元；但市场开始担心数据中心审批、客户资本开支和MI450交付节奏被外部政策拖慢。多头看到需求和产品路线没有改变，空头认为估值已经计入快速扩张。MI450出货、数据中心增速和毛利率中，哪个指标最能让市场重新相信强财报？

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