AMD预期太强了，其_老虎社区_美港股上老虎

2023-05-19

AMD预期太强了，其实这波上涨和NVDA、GOOGLE有本质上的区别，后者是实实在在的有产品扩大市场，而AMD目前更多的是预期。移实际情况是传统业务有收缩的可能，动端市场需求下滑一方面，市场份额也有可能被intel抢回。传统数据中心增速放缓，主要也是受intel年初发布的至强数据芯片影响。 $美国超微公司(AMD)$ $英伟达(NVDA)$ $谷歌(GOOG)$

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