OPS ALPHA|TERMINAL v1.0|LIVE

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NVDA1234.56▲ +2.41%TSLA212.78▼ -1.25%AAPL178.91▲ +0.42%MSFT442.10▲ +0.88%GOOGL166.72▼ -0.33%META534.20▲ +1.74%AMZN196.45▲ +0.51%AMD161.02▼ -2.10%TSM188.63▲ +1.22%AVGO1702.90▲ +3.15%BABA87.41▼ -0.74%PDD134.88▲ +1.02%NIO5.21▼ -0.18%BTC71234▲ +1.85%ETH3812▲ +2.34%SOL198.4▼ -0.92%HSI19842▲ +0.62%00700412.4▲ +0.88%0998888.2▼ -0.44%SPX5704.3▲ +0.41%NDX20122.1▲ +0.73%USD/CNY7.228▼ -0.04%USD/JPY154.1▲ +0.22%GOLD2634.5▲ +0.31%WTI68.9▼ -0.58%NVDA1234.56▲ +2.41%TSLA212.78▼ -1.25%AAPL178.91▲ +0.42%MSFT442.10▲ +0.88%GOOGL166.72▼ -0.33%META534.20▲ +1.74%AMZN196.45▲ +0.51%AMD161.02▼ -2.10%TSM188.63▲ +1.22%AVGO1702.90▲ +3.15%BABA87.41▼ -0.74%PDD134.88▲ +1.02%NIO5.21▼ -0.18%BTC71234▲ +1.85%ETH3812▲ +2.34%SOL198.4▼ -0.92%HSI19842▲ +0.62%00700412.4▲ +0.88%0998888.2▼ -0.44%SPX5704.3▲ +0.41%NDX20122.1▲ +0.73%USD/CNY7.228▼ -0.04%USD/JPY154.1▲ +0.22%GOLD2634.5▲ +0.31%WTI68.9▼ -0.58%

AMD

NASDAQ

超威 AMD

行业：Semiconductors

本标的文章：1 分析 ·1 快讯

分析 · 1 快讯 · 1

PROAMD1 小时前

AMD深度研报：AI推理赛道卡位战的关键窗口与估值重估机会

BLUF：超威（AMD）正处于AI推理芯片市场格局重塑的历史性窗口期，MI325X已实现规模出货并获得头部CSP认可，MI355X有望在2025年上半年补齐算力密度短板。当前估值（EV/NTM Revenue ~15x）未充分定价AMD在推理市场的份额爬坡潜力，但需注意与NVDA