标普到了7800点后_老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

标普到了7800点后，

是个挑战。

美债扶摇直上，

AI生产力一路向前，

哪个更快？

其他市场的资金被吸走，

流动性降低，

股价回落。

去弱留强，

优中选优，

才是度过这个阶段的关键。

$英伟达(NVDA)$ $台积电(TSM)$ $Meta Platforms, Inc.(META)$

芯片股集体回调,但AMD说的是供不应求?

周四芯片股跟着AI这条线回调:英特尔收跌5.34%报107.08美元,博通收跌4.35%报360.14美元,AMD收跌3.90%报620.68美元,英伟达收跌2.94%报230.48美元。公司这一侧的表态和股价是反的。AMD首席执行官苏姿丰本周在台北说,即便2026年已增产,AI芯片需求仍超过供给,未来几年需求都会维持高位,明年打算大幅增加产能;约束不只在晶圆,高带宽内存和封装要同时到位。同一周英特尔首席执行官陈立武表示会继续推进Terafab项目。多头认为掌握真实订单的人说的是供不应求,这和营收口径的调整不在一个层面;空头认为产能要到明年才大幅增加,需求强弱最终由下游预算验证,供给侧表态压不住估值重估。产能方说供不应求,股价却在跌,这时候你会加仓吗?

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