【芯片股突击】纳指再创新高！英特尔与 AMD 股价飙升：为何 CPU 成为 AI 智能体时代的新王者？

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投资不是赌博

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而是一场有准备的主机

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我是副歌家人们

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纳指周五又创了历史新高啊

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涨超1.63个点

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我们又见证历史记录了

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其中啊

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我们的板块当中

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费城半导体已经连续啊连续这个上涨18天

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也是创纪录了

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这个费城半导体指数的成份股当中

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最强的两个就是我们的英特尔

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那上周也是大涨了三个点

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还有AMD啊

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苏妈的AMD

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那福哥刚刚讲过的也是涨了将近啊14个点啊

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所以呢我们这个哎

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接下来这两个股他为什么会走那么强

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他什么原因让他们突然会那么的强势

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以及后续他们的一个走势还能不能做啊

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怎么做啊

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福哥也给大家讲清楚啊

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首先我们先看看啊

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这个大盘大盘呢福哥也给大家讲过是吧

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大家记得吗

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福哥是给大家讲的很清楚

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是个大盘呢

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它的结构是不是在周三周四的时候我说了啊

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就上周三周四你调整的时候我说了啊

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这是上涨浪结构当中调整

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所以它都是DC的结尾

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福哥刚没说完

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那么周五纳指创历史记录

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涨超1.63个点

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那正如胡歌所预测的

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那么胡歌继续按照这个逻辑

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现在啊这个我们的上升浪啊没有结束啊

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上升浪没有见顶迹象

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所以福哥大胆的给他预测

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本周纳指还要创历史新高

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而且本周会有密集的财报发布啊

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亚马逊mate微远家人们

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所以我们的这个本周呢会波动很大

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但是这个幅度也很大啊

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所以家人们啊胡哥提个醒

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那么接下来福哥给大家分享一下

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就是我们呃这个两个啊

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最近的当红榨汁机英特尔和AMD

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为什么他们能够那么猛

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那英特尔那不能不说呢

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福哥你看一下啊

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从去年9月份二十四三十三十六

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四十五十站稳样单买入

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60站稳样单买入是吧

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那我可以说我们跟踪这个A英特尔

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可以说是跟踪了将近半年

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关注了虎哥的频道

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家人们跟踪了虎哥的这个信息

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分享了咱们

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那么英你英特尔应该会有不小的收获

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那么福歌首先讲一讲啊

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英特尔要啊为什么会那么强啊

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福哥其实已经给他讲了啊

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福哥觉得还有必要深入讲一讲

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首先啊就是大家都觉得啊

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哎福哥这是最近好像CPU突然又火了

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什么原因

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大家知道英特尔我就是做这个CPU的啊

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CPU起家的

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对不对

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电脑CPU谁没用过英特尔

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当然很多人说哎福哥不是AI时代吗

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现在不是英伟达的GPU是天煞吗

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啊福哥给大家讲讲

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为什么这个CPU在这个AI的价值比这个GPU还关键

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首先我们先看看啊

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英特尔的他的一个财报

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23日他的盘后发布了第一季度财报

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可以说简直是超级晚逆袭啊

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上一个财报他是还是没有盈利啊

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可以说还是亏损蛮大的

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但是他这次呢

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它的营收可以说达到了136亿美元

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年同比增长7.2%

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而且每股的盈利啊0.29美元

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远超预期的0.01美元

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直接把预期按在地上摩擦啊

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毛利率39%

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创两年的新高

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而且这个金特尔的CEO陈立喊出了哈

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CPU正在重新成为AI时代不可或缺的基础

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这是可以说真正的现在啊

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CPU的时代真的要来了啊

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大家以前都觉得GPU对这个独角星嘛

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英伟加独大

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现在为什么变

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因为AI正从啊原来的chat GDP是吧

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纯聊天机器人进化到什么样

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能干活的智能体A卷

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最近的ANTHROPIC都open cloud

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都是可以说能够干活的对吧

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这中间需要的不是蛮力

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而是富杂的决策力能力

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这正是CPU所擅长的啊

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这数据显示啊

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在完整AI推理链六流程中啊

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CPU处理占比高达怎么样

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50%到90%

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特别是任务规划工具

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调用数据清洗

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这些动脑子的活全是CPU在干

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可以说现在CPU的市场有多疯狂啊

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英特尔现在的这个自强服务器

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CPU订单已经排到了2027年底

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AAMD的骁龙也是一心难求

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服务器CPU普遍涨价呢是20%啊

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高端AI型号可以说涨超25%

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所以为什么这么缺

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因为台积电3NM的产能

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60%已经被这个英伟达博通锁定

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CPU代工受限

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所以英特尔的80%的先进产能

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就像疫情期间抢卫生纸

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越抢越涨

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越涨越强

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形成了一个完美的等价循环

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所以大家知道为什么

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英特尔突然暴涨了20%

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没有

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这次没有结束啊

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因为AI的发展刚刚开始诶福哥

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你什么CPU和GPU有什么区别啊

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不就是芯片吗

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到我打个比方啊

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那么CPU他就是公司的CEO总指挥官

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那么GPU就像工厂流水线工人

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那么CPU擅长的呢他是复杂决策

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任务调度

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逻辑分析

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那GPU呢就是海量重复计算

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所以家人们

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那么我们现在做CPU做的最牛逼的是谁

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就是英特

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所以家人们

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那么大家看到啊

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如果啊英特尔站稳巴黎

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那么下一个目标他就会奔这个100

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这是扑克的一个看见

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所以CPU其实就是AI的他的终极的幕后大佬

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所以大家知道为什么英特尔最近这么涨了吗

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AAMD为什么那么暴涨了吗

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也一样

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AMD是两条腿走路

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那原来是他在追赶这个英伟达是吧

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GPU但是AMD大家知道他是做什么CPU起家的

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所以他也没有放弃CPU

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且在做GPU

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GPU还跟这个现在英伟达的差距越来越小了

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所以他现在是CPU和GPU协同啊

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未来肯定是这样的啊

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最牛的AI系统

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大家知道啊

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不是飞驰GPU啊

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是强强联合

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以前AI服务器啊

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CPU和GPU配比是一比八

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现在怎么变成了这个一比二

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甚至有些场景是一比一

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为什么

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因为模当模型越大

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应用越复杂

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越需要拿CPU来协调资源

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所以英特尔AMD推这个CPU和GPU的联合方案

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它未来我说了啊

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AAMD就是下一个英伟达AMD福克的

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看见了它未来的股价也不会低于万亿AAMD

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那么怎么做

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接下来他杀一个目标位啊

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只要他站稳340

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那么毫无疑问

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那有机会上冲第一个目标380

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那么我们的这个翻倍的话

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那么将来我的AMD有机会站上700块钱

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好谁聊胡歌这个分享了啊

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福克队最近的两个啊

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这是特特别重要

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英特尔和AMD啊

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复刻的一个看见啊

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希望呃大家能够重视他们

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不是到顶

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而是刚刚开始

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好家人们

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福哥今天可以给大家分享的

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如果大家想继续的跟踪啊

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我们潜力的个股

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那大可以点赞订阅福哥的频道

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那福哥会在周一啊

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继续跟大家陪伴大家

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分享我们的我福哥看到的一些潜力的个股机会

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