{"id":606492,"date":"2025-11-27T18:48:10","date_gmt":"2025-11-28T02:48:10","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/11\/why-amds-stock-up-70-could-still-be-a-steal\/"},"modified":"2025-11-27T18:48:28","modified_gmt":"2025-11-28T02:48:28","slug":"%e9%80%86%e8%a2%ad%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%81ceo%e8%8b%8f%e5%a7%bf%e4%b8%b0%e6%94%be%e8%a8%80%ef%bc%9a%e9%ab%98%e5%a2%9e%e9%95%bf%e6%89%8d%e5%88%9a%e5%88%9a%e5%bc%80%e5%a7%8b","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/%e9%80%86%e8%a2%ad%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%81ceo%e8%8b%8f%e5%a7%bf%e4%b8%b0%e6%94%be%e8%a8%80%ef%bc%9a%e9%ab%98%e5%a2%9e%e9%95%bf%e6%89%8d%e5%88%9a%e5%88%9a%e5%bc%80%e5%a7%8b\/","title":{"rendered":"\u9006\u88ad\u82f1\u4f1f\u8fbe\uff01CEO\u82cf\u59ff\u4e30\u653e\u8a00\uff1a\u9ad8\u589e\u957f\u201c\u624d\u521a\u521a\u5f00\u59cb\u201d"},"content":{"rendered":"<p>\u5728\u5168\u7403\u82af\u7247\u5de8\u5934\u7ade\u6280\u573a\u4e0a\uff0c\u957f\u671f\u88ab\u89c6\u4e3a\u201c\u884c\u4e1a\u8001\u4e8c\u201d\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AMD\">\u8d85\u5fae\u534a\u5bfc\u4f53\u516c\u53f8\uff08NASDAQ:\u00a0AMD\uff09<\/a>\u6b63\u5c55\u73b0\u51fa\u5f3a\u52b2\u7684\u589e\u957f\u52bf\u5934\u3002\u4eca\u5e74\u4ee5\u6765\uff0cAMD\u80a1\u4ef7\u8868\u73b0\u8fdc\u8d85\u884c\u4e1a\u9886\u519b\u8005\u82f1\u4f1f\u8fbe\uff0c\u6da8\u5e45\u7ea670%\uff0c\u52a0\u901f\u7684\u8425\u6536\u589e\u957f\u548c\u5bf9\u672a\u6765\u51e0\u5e74\u7684\u4e50\u89c2\u9884\u671f\uff0c\u5438\u5f15\u4e86\u5305\u62ec\u4ebf\u4e07\u5bcc\u7fc1\u6295\u8d44\u8005\u5728\u5185\u7684\u5e02\u573a\u76ee\u5149\u3002<\/p>\n<p>\u8fd1\u671f\uff0cAMD\u7684\u589e\u957f\u8f68\u8ff9\u663e\u8457\u63d0\u5347\u3002\u622a\u81f39\u670827\u65e5\u7684\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\u663e\u793a\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f36%\uff0c\u8fbe92\u4ebf\u7f8e\u5143\uff1b\u51c0\u5229\u6da6\u66f4\u662f\u98d9\u534761%\u81f312\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e00\u52a0\u901f\u589e\u957f\u4e3a\u5173\u6ce8AMD\u7684\u6295\u8d44\u8005\u5e26\u6765\u4e86\u4fe1\u5fc3\uff0c\u5c24\u5176\u662f\u5f53\u4e1a\u7ee9\u4e0e\u98ce\u5149\u65e0\u9650\u7684\u82f1\u4f1f\u8fbe\u5f62\u6210\u5bf9\u6bd4\u4e4b\u540e\u3002<\/p>\n<p>\u516c\u53f8\u7684\u589e\u957f\u6f5c\u529b\u83b7\u5f97\u4e86\u4eba\u5de5\u667a\u80fd\u9886\u57df\u9876\u5c16\u516c\u53f8\u7684\u8ba4\u53ef\u3002ChatGPT\u7684\u521b\u9020\u8005OpenAI\u5df2\u6210\u4e3aAMD\u7684\u5173\u952e\u5ba2\u6237\uff0c\u5e76\u4e0eAMD\u8fbe\u6210\u4e86\u4e00\u9879\u591a\u5e74\u671f\u534f\u8bae\uff0c\u8ba1\u5212\u90e8\u7f72\u9ad8\u8fbe6\u5343\u5146\u74e6\u7684AMD GPU\u3002\u6b64\u5916\uff0c\u5e02\u573a\u4f20\u95fbOpenAI\u53ef\u80fd\u6700\u7ec8\u4f1a\u6301\u6709AMD 10%\u7684\u80a1\u4efd\uff0c\u8fd9\u4e3aAMD\u5728AI\u9886\u57df\u7684\u5b9e\u529b\u63d0\u4f9b\u4e86\u5f3a\u6709\u529b\u7684\u80cc\u4e66\u3002<\/p>\n<h2>\u672a\u6765\u5c55\u671b\uff1aCEO\u63cf\u7ed8\u6301\u7eed\u589e\u957f\u84dd\u56fe<\/h2>\n<p>\u5bf9\u4e8e\u672a\u6765\u53d1\u5c55\uff0cAMD\u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u7ed9\u51fa\u4e86\u6e05\u6670\u7684\u4e50\u89c2\u9884\u671f\u3002\u5979\u9884\u8ba1\uff0c\u5728\u672a\u6765\u4e09\u5230\u4e94\u5e74\u5185\uff0c\u516c\u53f8\u8425\u6536\u5c06\u4ee5\u6bcf\u5e74\u8d85\u8fc735%\u7684\u901f\u5ea6\u589e\u957f\u3002\u5176\u4e2d\uff0c\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u88ab\u89c6\u4e3a\u5173\u952e\u7684\u589e\u957f\u5f15\u64ce\uff0c\u5c24\u5176\u662fAI\u76f8\u5173\u6536\u5165\uff0c\u9884\u8ba1\u5728\u8be5\u9884\u6d4b\u671f\u5185\u6bcf\u5e74\u589e\u5e45\u5c06\u8d85\u8fc780%\u3002<\/p>\n<p>\u8fd9\u4e00\u5b8f\u4f1f\u84dd\u56fe\u610f\u5473\u7740AMD\u7684\u5feb\u901f\u589e\u957f\u5e76\u975e\u6619\u82b1\u4e00\u73b0\uff0c\u800c\u662f\u57fa\u4e8e\u5176\u5728AI\u82af\u7247\u5e02\u573a\u65e5\u76ca\u589e\u5f3a\u7684\u7ade\u4e89\u529b\u6240\u6784\u5efa\u7684\u957f\u671f\u8d8b\u52bf\u3002<\/p>\n<h2>\u4f30\u503c\u4e4b\u8fa9\uff1a\u9ad8\u589e\u957f\u662f\u5426\u5df2\u5145\u5206\u5b9a\u4ef7\uff1f<\/h2>\n<p>\u968f\u7740\u80a1\u4ef7\u4eca\u5e74\u5927\u5e45\u4e0a\u6da8\uff0cAMD\u7684\u4f30\u503c\u6c34\u5e73\u81ea\u7136\u6210\u4e3a\u5e02\u573a\u5173\u6ce8\u7684\u7126\u70b9\u3002\u76ee\u524d\uff0c\u516c\u53f8\u80a1\u7968\u7684\u5e02\u76c8\u7387\u8d85\u8fc7100\u500d\uff0c\u5bf9\u4e8e\u4e00\u53ea\u6210\u957f\u80a1\u800c\u8a00\uff0c\u8fd9\u65e0\u7591\u662f\u4e00\u4e2a\u8f83\u9ad8\u7684\u6ea2\u4ef7\u3002<\/p>\n<p>\u7136\u800c\uff0c\u82e5\u6df1\u5165\u5206\u6790\uff0c\u524d\u666f\u6216\u8bb8\u5e76\u4e0d\u50cf\u8868\u9762\u4f30\u503c\u90a3\u6837\u4ee4\u4eba\u671b\u800c\u5374\u6b65\u3002<\/p>\n<ul>\n<li><strong>\u8fdc\u671f\u5e02\u76c8\u7387<\/strong>\uff1a\u57fa\u4e8e\u5206\u6790\u5e08\u5bf9\u672a\u6765\u4e00\u5e74\u4e1a\u7ee9\u7684\u9884\u4f30\uff0c\u8be5\u80a1\u8fdc\u671f\u5e02\u76c8\u7387\u5df2\u964d\u81f333\u500d\u3002\u867d\u7136\u7565\u9ad8\u4e8e\u79d1\u6280\u884c\u4e1a\u4ee3\u8868\u6027ETF\u7ea630\u500d\u7684\u6c34\u5e73\uff0c\u4f46\u5bf9\u4e8e\u4e00\u5bb6\u5904\u4e8eAI\u98ce\u53e3\u7684\u9886\u5148\u82af\u7247\u5236\u9020\u5546\u800c\u8a00\uff0c\u8fd9\u4e00\u6ea2\u4ef7\u53ef\u80fd\u5177\u5907\u5408\u7406\u6027\u3002<\/li>\n<li><strong>PEG\u6bd4\u7387<\/strong>\uff1a\u66f4\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0c\u8861\u91cf\u6210\u957f\u80a1\u4ef7\u503c\u7684PEG\u6bd4\u7387\uff08\u5e02\u76c8\u7387\u76f8\u5bf9\u76c8\u5229\u589e\u957f\u6bd4\u7387\uff09\u4ec5\u4e3a0.5\u5de6\u53f3\u3002\u8fd9\u8fdc\u4f4e\u4e8e1.0\u7684\u201c\u4f18\u79c0\u6210\u957f\u80a1\u201d\u6807\u51c6\u7ebf\uff0c\u6697\u793a\u7740\u82e5\u516c\u53f8\u80fd\u5b9e\u73b0\u9884\u671f\u7684\u589e\u957f\uff0c\u5176\u5f53\u524d\u80a1\u4ef7\u53ef\u80fd\u88ab\u4f4e\u4f30\uff0c\u582a\u79f0\u4e00\u7b14\u5212\u7b97\u7684\u4ea4\u6613\u3002<\/li>\n<\/ul>\n<h2>\u5de8\u5934\u52a0\u4ed3\uff1a\u5e02\u573a\u770b\u597dAI\u5e02\u573a\u6f5c\u529b<\/h2>\n<p>\u5e02\u573a\u7684\u770b\u597d\u60c5\u7eea\u4e5f\u4f53\u73b0\u5728\u5b9e\u9645\u884c\u52a8\u4e0a\u3002\u4ebf\u4e07\u5bcc\u7fc1David Tepper\u65d7\u4e0b\u7684\u5bf9\u51b2\u57fa\u91d1Appaloosa Management\u8fd1\u671f\u5efa\u7acb\u4e86AMD\u7684\u5de8\u989d\u65b0\u5934\u5bf8\u3002\u5206\u6790\u8ba4\u4e3a\uff0cTepper\u7b49\u6295\u8d44\u8005\u5927\u4e3e\u62bc\u6ce8AMD\u548c\u9ad8\u901a\uff0c\u6700\u53ef\u80fd\u7684\u539f\u56e0\u662f\u4ed6\u4eec\u9884\u89c1\u5230\u8fd9\u4e24\u5bb6\u516c\u53f8\u5c06\u5728AI\u82af\u7247\u5e02\u573a\u53d6\u5f97\u66f4\u5927\u6210\u529f\u3002<\/p>\n<p>\u76ee\u524d\uff0cAMD\u5df2\u88ab\u516c\u8ba4\u4e3a\u5e02\u573a\u9886\u5bfc\u8005\u82f1\u4f1f\u8fbe\u7684\u5934\u53f7\u7ade\u4e89\u5bf9\u624b\u3002\u968f\u7740\u79d1\u6280\u516c\u53f8\u5bfb\u6c42\u82f1\u4f1f\u8fbe\u9ad8\u4ef7\u82af\u7247\u7684\u66ff\u4ee3\u65b9\u6848\uff0cAMD\u7684\u5e02\u573a\u673a\u9047\u53ef\u80fd\u624d\u521a\u521a\u5f00\u59cb\u3002\u5bf9\u4e8e\u957f\u7ebf\u6295\u8d44\u8005\u800c\u8a00\uff0cAMD\u6216\u8bb8\u4ecd\u662f\u5f53\u524d\u503c\u5f97\u6301\u6709\u7684\u3001\u6781\u5177\u5438\u5f15\u529b\u7684AI\u6982\u5ff5\u80a1\u4e4b\u4e00\u3002<\/p>\n<p><strong>\u603b\u7ed3<\/strong>\uff1aAMD\u6b63\u4ece\u8ffd\u8d76\u8005\u8f6c\u53d8\u4e3aAI\u82af\u7247\u6d6a\u6f6e\u4e2d\u4e0d\u53ef\u5ffd\u89c6\u7684\u5f3a\u52b2\u529b\u91cf\u3002\u52a0\u901f\u7684\u8d22\u52a1\u8868\u73b0\uff0c\u6765\u81ea\u9876\u5c16AI\u516c\u53f8\u7684\u8ba4\u53ef\uff0c\u7ba1\u7406\u5c42\u52fe\u52d2\u7684\u6e05\u6670\u589e\u957f\u8def\u5f84\uff0c\u4ee5\u53ca\u76f8\u5bf9\u5176\u957f\u671f\u589e\u957f\u6f5c\u529b\u800c\u8a00\u53ef\u80fd\u4ecd\u88ab\u4f4e\u4f30\u7684\u4f30\u503c\uff0c\u5171\u540c\u6784\u6210\u4e86\u5e02\u573a\u770b\u597d\u5176\u672a\u6765\u7684\u6838\u5fc3\u903b\u8f91\u3002\u5728\u82f1\u4f1f\u8fbe\u4e3b\u5bfc\u7684\u5e02\u573a\u4e2d\uff0cAMD\u7684\u6210\u957f\u6545\u4e8b\u4f3c\u4e4e\u6b63\u7ffb\u5f00\u65b0\u7684\u7bc7\u7ae0\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5728\u5168\u7403\u82af\u7247\u5de8\u5934\u7ade\u6280\u573a\u4e0a\uff0c\u957f\u671f\u88ab\u89c6\u4e3a\u201c\u884c\u4e1a\u8001\u4e8c\u201d\u7684\u8d85\u5fae\u534a\u5bfc\u4f53\u516c\u53f8\uff08NASDAQ:\u00a0AMD\uff09\u6b63\u5c55\u73b0\u51fa\u5f3a\u52b2\u7684\u589e\u957f\u52bf\u5934 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":566446,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2408,2173,2155,2137],"class_list":["post-606492","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-ai-zh-hans","tag-2173","tag-2155","tag-2137","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606492","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=606492"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606492\/revisions"}],"predecessor-version":[{"id":606495,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606492\/revisions\/606495"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/566446"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=606492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=606492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=606492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}