【万亿潜力股】下一只「万亿AI基建真龙」是谁？英特尔、AMD即将携手冲击万亿大关，底部点位不补票就踏空！**

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投资不是赌博

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而是一场有准备的出击

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不是峰哥啊

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今天呢啊美光啊又创啊历史新高啊

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而美光呢也是我们的这个AI的核心

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基建股当中啊

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就是说上个月啊

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可以说是就刚刚破了1万亿市值的

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这样的一个公司

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那福哥呢也在这个说在3月底的时候

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让大家在300是350

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四百五百的时候

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让他去积极的介入我甚至700的时候啊

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所以说美光呢短短的两个多月时间

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已经放了四倍啊

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从300多发的size1200啊

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呃美光啊可以说是万亿俱乐部了啊

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我们也看到了

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美光呢与这个阿斯stoic可达成协议啊

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锁定内存长期供应啊

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大家发现没有

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现在呢美观啊

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真的是各大云巨头的啊

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可以说座上宾啊

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无论是微远啊

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无论是呃我们的英伟达还是亚马逊啊

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这些都需要内存来建数据中心

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那么呃毫无疑问啊

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这是我们的这个AI的一个基建核心诶

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有不少家们问

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那么煞一个破万亿的

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我们AI基建的类的个股会是哪一个呢

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福哥也给大家讲讲啊

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就是福哥看好的两个啊

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也是可能会要即将破万亿的啊

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肯定会破万亿的一个呢就是我们的AMD啊

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一个呢就是我们的英特尔啊

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他们呢也会很快啊

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我相信呢很快会破1万亿啊

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AAMD的当前是8000亿啊

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将近9000亿了是吧

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所以这比较确定了啊

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那我们的这个英特尔对吧

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距离我看一下7000亿了啊

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距离我们的这个呃1万亿啊

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也就是40多个点

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那福哥给大家讲福哥的理由啊

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啊

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因为大家知道任何的个股的上涨就像美观一样

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它不是靠这个概念推起来的

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大家知道他是靠真真实实的业绩啊

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美光它的订单已经预定到啊

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27年你想想看

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所以说它是真实的这个业绩来支撑它的股价啊

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所以它的股价你看呃每一次调整都是创新高的

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单单几年从300多一直涨到1200

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两个月时间都是什么

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都是它的一个呃强列的一个呃业绩的推动

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那么同样的道理啊

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那我们AMD它也是有这样的一个强烈的一个

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业绩推动啊

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大家知道啊

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就是我们的这个AAMD它第一季度刚刚出来的

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它的营收是多少

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他知道102亿美金

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数据中心AI业务

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就是单单是AI数据中心是占了这个57.7

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5亿

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同比暴涨57%啊

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可以说增速远超行业平均

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手握有OpenAI

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甲骨文这些长期的一个这种大单啊

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mate也好

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微软云也好

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也是全面在批量搭载这个AAMD的这个索尼卡

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所以在推理这个终端训练市场当中啊

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可以说是它的份额是远高于英伟达

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而且CPU大家知道啊

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不仅做GPU是吧

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他还有CPU是吧

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CPU呢其实就是就是GPU是这个快速的运算的话

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那就是CPU它就是专门做这个推理的啊

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所以我们的这个大模型呢看越来越聪明的原因

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就是它跟GPU和CPU的结合

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CPU现在需求也越来越大

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它推理需求越来越大的

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解决问题复杂问题的呃

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需求越来越大

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所以呢服务器CPU

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它知道AMD的营业份额冲到了46.2%

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可以说是AAMD这个这个公司没有短板啊

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虽然我们的这个放心啊

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所以AAMD那技术面上那更是了啊

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这种就是这个上升趋势上升浪啊

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早的话就是这个月底

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晚的话可能下个月吧AMD有机会啊

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突破这个我们的万亿市值啊

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万亿大关

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还有一个就是还有这个英特尔啊

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那我福哥也在福哥的朋友圈当中

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也会经常分享英特尔的对吧

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他最新前情报

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你看去年福哥都讲这英特尔

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当时特朗普政府入股是吧

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是90亿美金入股英特尔

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当时还是27的时候

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福克从27讲到四十四十

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讲到五十五十

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讲到的我们的这个六十六十降到80

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一直让大家可以去拿点评特对吧

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那特朗普政府在英特尔上

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他也浮盈了将近500多亿了

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那现在也是今天英特尔也创立新高了啊

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那英特尔呢也福格看好的一个

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很快又突破万亿的啊

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短的下个月啊

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今年啊必破万亿啊

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英特尔它实是恢复它了该有的位置了啊

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老牌芯片巨头啊

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美国的老牌芯片巨头

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他的CPU大家知道啊

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也是牛逼的不得了

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因为现在GPU跟CPU它的配比是一比一啊

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随着我们的这个AI数据中心的发展需求

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英特尔五本来就是CPU起家

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所以他你看这推动了一波

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还有它的1.8NM的AI是吧

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也可以说是世界级领先的CPU

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所以现在传出苹果谷歌

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特斯拉寻求跟他代工对吧

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大家都忘了啊

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英特尔它不仅他做芯片可以

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他自己也是代工巨头啊

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其实跟台积电一样

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所以我觉得是大呃他啊在恢复它该有的位置啊

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从技术面上大家也看到了

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他也是可以说是走势跟美光

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你看到没有跟AMD它走势一模一样啊

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一样都是上升

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跟英特尔比啊

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美光也好

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AMD也好

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他们的优势其实还是比英特尔差一点

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英特尔背后政府站台是吧

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很多的政策都会向英特尔倾斜

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你看这次英特尔CEO是吧

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访华那叔妈都来不了的

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可见啊这个英特尔在呃美国政府心中的地位啊

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好所以呢我们的这个技术面上也好

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业绩方面基本面也好啊

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都支持他

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所以今天的这个我们看到了英特尔行

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也是创立新高的股价啊

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也在奔着个万亿去啊

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好家人们

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今天的这个福哥就跟大家分享啊

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到这里

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大家如果想了解更多的万亿且立个股的加盟啊

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胡歌还有一个万亿潜力个股的单子啊

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大家想知道的家们啊

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记得点赞关注福哥的频道啊

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家有福哥的交流圈

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那福哥也会实时的啊

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就是跟大家分享

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福歌呢也会在美东时间啊

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10.15分

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欢迎大家来福哥直播间啊

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我们一起交流

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一起成长

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