{"id":810678,"date":"2026-07-06T15:44:34","date_gmt":"2026-07-06T07:44:34","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=810678"},"modified":"2026-07-06T15:44:34","modified_gmt":"2026-07-06T07:44:34","slug":"%e5%8d%8e%e5%b0%94%e8%a1%97%e5%af%b9amd%e6%9c%80%e9%ab%98%e7%9b%ae%e6%a0%87%e4%b8%ba700%e7%be%8e%e5%85%83-%e6%9c%ba%e6%9e%84%e7%9c%8b%e5%a5%bd%e5%85%b6%e8%ae%a1%e7%ae%97%e4%b8%9a%e5%8a%a1","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=810678","title":{"rendered":"\u534e\u5c14\u8857\u5bf9AMD\u6700\u9ad8\u76ee\u6807\u4e3a700\u7f8e\u5143 \u673a\u6784\u770b\u597d\u5176\u8ba1\u7b97\u4e1a\u52a1"},"content":{"rendered":"<p>Cantor Fitzgerald\u5206\u6790\u5e08C.J\uff0e Muse\u5c06<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/AMD.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">AMD<\/a><\/span><span><\/span>\u7684\u76ee\u6807\u4ef7\u4ece500\u7f8e\u5143\u4e0a\u8c03\u81f3700\u7f8e\u5143\uff0c\u5e76\u7ef4\u6301\u201c\u589e\u6301\u201d\uff08Overweight\uff09\u8bc4\u7ea7\u3002<\/p>\n<p>\u8fd9\u610f\u5473\u7740\u8be5\u76ee\u6807\u4ef7\u76ee\u524d\u662f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e5%b0%94%e8%a1%97\" title=\"View all posts in \u534e\u5c14\u8857\" target=\"_blank\" class=\"tag_link\">\u534e\u5c14\u8857<\/a>\u5bf9AMD\u7ed9\u51fa\u7684\u6700\u9ad8\u9884\u6d4b\u3002Cantor\u73b0\u5728\u5c06\u8be5\u80a1\u5217\u4e3a\u5176\u8ba1\u7b97\u9886\u57df\u7684\u9996\u9009\u6807\u7684\uff0c\u4f18\u5148\u7ea7\u751a\u81f3\u9ad8\u4e8e\u82f1\u4f1f\u8fbe\u548c\u535a\u901a\u3002<\/p>\n<p><strong>Cantor\u8d4b\u4e88AMD 700\u7f8e\u5143\u76ee\u6807\u4ef7\uff0c\u8d85\u8d8a\u82f1\u4f1f\u8fbe\u4e0e\u535a\u901a<\/strong><\/p>\n<p>Muse\u8868\u793a\uff0cAMD\u76ee\u524d\u5728\u534a\u5bfc\u4f53\u516c\u53f8\u4e2d\u5c55\u73b0\u51fa\u6700\u5f3a\u7684\u8ba1\u7b97\u4e1a\u52a1\u589e\u957f\u52a8\u80fd\u3002<\/p>\n<p>\u53e6\u4e00\u65b9\u9762\uff0c\u4ed6\u8ba4\u4e3a<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/QCOM.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u9ad8\u901a<\/a><\/span><span><\/span>\u8fd1\u671f\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u6269\u5f20\u66f4\u53ef\u80fd\u6700\u7ec8\u56de\u5f52\u201c\u624b\u673a\u516c\u53f8\u201d\u7684\u672c\u8d28\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u4ed6\u4ecd\u7136\u8ba4\u4e3a\u82f1\u4f1f\u8fbe\u548c\u535a\u901a\u5f53\u524d\u4f30\u503c\u5e76\u4e0d\u7b97\u8d35\uff0c\u5373\u4f7f\u8fd1\u671f\u80a1\u4ef7\u6ce2\u52a8\u8f83\u5927\u3002<\/p>\n<p>Gurufocus\u4e5f\u786e\u8ba4\uff0c\u5728\u65b0\u7684\u76ee\u6807\u4ef7\u4e0b\uff0cAMD\u4ecd\u7ef4\u6301\u201c\u589e\u6301\u201d\u8bc4\u7ea7\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0cUBS\u5206\u6790\u5e08Timothy Arcuri\u5c06\u76ee\u6807\u4ef7\u8bbe\u4e3a670\u7f8e\u5143\uff1b<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/WFC.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u5bcc\u56fd\u94f6\u884c<\/a><\/span><span><\/span>\u7684Aaron Rakers\u5219\u5c06\u76ee\u6807\u4ef7\u4e0a\u8c03\u81f3615\u7f8e\u5143\u3002<\/p>\n<p>\u5bcc\u56fd\u94f6\u884c\u6307\u51fa\uff0c\u5176\u770b\u597d\u7406\u7531\u5e76\u975eGPU\u4e1a\u52a1\uff0c\u800c\u662fAMD\u88ab\u4f4e\u4f30\u7684\u670d\u52a1\u5668CPU\u4e1a\u52a1\u3002<\/p>\n<p><strong>AMD\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u652f\u6491\u4e50\u89c2\u9884\u671f<\/strong><\/p>\n<p>\u6839\u636eAMD\u8d22\u62a5\uff0c\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u8fbe\u5230103\u4ebf\u7f8e\u5143\uff0c\u6bdb\u5229\u738753%\uff0c\u644a\u8584\u6bcf\u80a1\u6536\u76ca0.84\u7f8e\u5143\u3002<\/p>\n<p>\u5176\u4e2d\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u540c\u6bd4\u589e\u957f57%\uff0c\u8fbe\u523058\u4ebf\u7f8e\u5143\uff0c\u5df2\u8d85\u8fc7\u603b\u8425\u6536\u7684\u4e00\u534a\u3002<\/p>\n<p>AMD CEO\u82cf\u59ff\u4e30\u8868\u793a\uff0c\u968f\u7740AI\u63a8\u7406\u548c\u201c\u81ea\u4e3bAI\u4ee3\u7406\u201d\u7684\u589e\u957f\uff0c\u5bf9\u9ad8\u6027\u80fd\u82af\u7247\u7684\u9700\u6c42\u6301\u7eed\u5f3a\u52b2\u3002<\/p>\n<p>\u6709\u4e24\u70b9\u8fdb\u5c55\u8fdb\u4e00\u6b65\u652f\u6491\u8fd9\u4e00\u8d8b\u52bf\uff1a<\/p>\n<ul>\n<li>\n<p>AMD\u6700\u65b0\u4e00\u4ee3\u670d\u52a1\u5668\u82af\u7247EPYCVenice\u5df2\u4e8e5\u6708\u5f00\u59cb\u91cf\u4ea7\u722c\u5761<\/p>\n<\/li>\n<li>\n<p>\u516c\u53f8\u79f0\uff0c\u8fd9\u4e00\u4ee3\u4ea7\u54c1\u7684\u5ba2\u6237\u6d4b\u8bd5\u6570\u91cf\u8d85\u8fc7\u5386\u53f2\u4efb\u4f55\u4e00\u4ee3EPYC\u53d1\u5e03<\/p>\n<\/li>\n<\/ul>\n<p>\u6b64\u5916\uff0cAMD\u4e8e6\u670816\u65e5\u4e0eRackspace Technology\u8fbe\u6210\u6b63\u5f0f\u534f\u8bae\uff0c\u5c06\u63d0\u4f9b30\u5146\u74e6\u7684AI\u7b97\u529b\uff0c\u9879\u76ee\u5c06\u5206\u9636\u6bb5\u63a8\u8fdb\u81f32028\u5e74\u3002<\/p>\n<p><strong>\u4e3a\u4ec0\u4e48\u5e02\u573a\u5e73\u5747\u76ee\u6807\u4ef7\u4ecd\u4f4e\u4e8eCantor<\/strong><\/p>\n<p>\u5c3d\u7ba1\u5982\u6b64\uff0c\u5e02\u573a\u5e76\u975e\u4e00\u81f4\u770b\u591a\u3002<\/p>\n<p>\u76ee\u524d\u534e\u5c14\u8857\u5bf9AMD\u7684\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a509.75\u7f8e\u5143\uff0c\u660e\u663e\u4f4e\u4e8eCantor\u7684700\u7f8e\u5143\uff0c\u4e5f\u4f4e\u4e8e\u5176\u8fd1\u671f\u80a1\u4ef7\u6c34\u5e73\u3002<\/p>\n<p>\u8986\u76d6\u8be5\u80a1\u768435\u4f4d\u5206\u6790\u5e08\u76ee\u6807\u4ef7\u533a\u95f4\u6781\u5927\uff0c\u4ece250\u7f8e\u5143\u5230700\u7f8e\u5143\u4e0d\u7b49\uff0c\u662f\u5927\u578b\u82af\u7247\u516c\u53f8\u4e2d\u5206\u6b67\u6700\u5927\u7684\u4e4b\u4e00\u3002<\/p>\n<p>\u6b64\u5916\uff0cAMD\u7ea670\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u4e5f\u7ed9\u8c28\u614e\u6d3e\u63d0\u4f9b\u4e86\u7406\u7531\u3002<\/p>\n<p>Meta\u53ef\u80fd\u8f6c\u552e\u591a\u4f59AI\u7b97\u529b\u7684\u6d88\u606f\uff0c\u4e5f\u589e\u52a0\u4e86\u4e0d\u786e\u5b9a\u6027\u3002<\/p>\n<p>\u4e0d\u8fc7D.A\uff0e Davidson\u5206\u6790\u5e08Gil Luria\u4ecd\u7ef4\u6301\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u8ba4\u4e3a\u5c3d\u7ba1\u566a\u97f3\u589e\u52a0\uff0c\u4f46AI\u7b97\u529b\u9700\u6c42\u4ecd\u660e\u663e\u8d85\u8fc7\u4f9b\u7ed9\u3002<\/p>\n<p>\u76ee\u524d\u6765\u770b\uff0cCantor Fitzgerald\u662f\u534e\u5c14\u8857\u6700\u6fc0\u8fdb\u7684\u591a\u5934\u4e4b\u4e00\uff0c\u62bc\u6ce8AMD\u8ba1\u7b97\u4e1a\u52a1\u7684\u589e\u957f\u52a8\u80fd\u4ecd\u6709\u5ef6\u7eed\u7a7a\u95f4\u3002<\/p>\n<p>\u800c\u534e\u5c14\u8857\u662f\u5426\u4f1a\u9010\u6b65\u8ddf\u8fdb\uff0c\u5f88\u53ef\u80fd\u53d6\u51b3\u4e8eAMD\u57288\u6708\u516c\u5e03\u7684\u4e8c\u5b63\u5ea6\u8d22\u62a5\u4e2d\uff0c\u670d\u52a1\u5668CPU\u4e1a\u52a1\u7684\u8868\u73b0\u3002<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u9648\u94b0\u5609 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cantor Fitzgerald\u5206\u6790\u5e08C.J\uff0e Muse\u5c06AMD\u7684\u76ee\u6807\u4ef7\u4ece500\u7f8e\u5143\u4e0a\u8c03\u81f3700\u7f8e\u5143\uff0c\u5e76\u7ef4\u6301 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[4],"tags":[142,339,303],"views":22,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/810678"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=810678"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/810678\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=810678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=810678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=810678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}