美股：CPU火了。

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哈喽大家好

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欢迎回到阳光财经

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我是sunny

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今天是2026年5月6号星期三

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大盘今天又是一通大涨

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标普指数上涨了105.9点

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涨幅1.46%

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又是创新高的一天

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标普指数只要创新高

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就会连续不断的刷新高点

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慢牛走势在时间和空间上面都有很强的持续性

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这样的走势是无法看空的

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每天就是看涨

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实在是无聊且枯燥

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有人说美股实在是学不到东西

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天天就是涨一年才一次的暴跌

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也是一阵子调整

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不过两周时间就没了

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还没感觉到心疼呢

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就已经解套了

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说好的投资者教育都不知道哪去了

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纳斯达克指数就更扯了

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一天又涨了512.82点

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涨幅2.02%

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涨这么高了

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还能一天涨两个点

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迅速把2万5000点踩在了脚下

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搞得股民心态有点飘

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纳指又是三大指数里面最强的一个

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我的总结是什么来的

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纳指最强则行情可持续

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道指最强则避险情绪浓厚

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行情难以持续

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最近纳指一直都是比较强

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科技股上涨才是美股最深厚的基础

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直线上涨的情况下

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看涨才是最安全的策略

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我的公开账户虽然没有跑赢大盘

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但今年也回到了年初数略有盈利了

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今天账面上涨了4906

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涨幅2.36%

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特斯拉

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谷歌circle

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高通等贡献了当天的浮盈

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我发现我好久没有卖出股票啦

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原因是什么呢

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因为卖出股票实在是太痛了

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一会讲到AMD啊

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我会详细的讲

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美股上涨受到内外两个重要力量的推动

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外部因素是美伊接近达成停战谅解备忘录

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这一利好事件提升了市场的风险偏好

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这次美国简化冗长的条文

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将14条内容写在了一张纸上

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由巴基斯坦转交给伊朗

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这一页纸备忘录将会宣布战争结束

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双方同意启动为期30天的密集谈判期

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已达成更为详细的最终协议

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双方承诺解除对霍尔木兹海峡的限制

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伊朗承诺暂停铀浓缩活动

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美国要求伊朗暂停20年

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而伊朗要求只暂停5年

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作为交换

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美国将会逐步解除制裁

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释放此前冻结的几百亿美元资产

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目前伊朗正在对这一页14条进行考虑当中

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伊朗外长访问中国

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过几天

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川普也将访华

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中国是伊朗石油的大买家

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中方明确支持

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全面停火和立即恢复霍尔木兹海峡通航

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这样的表态显然有助于伊朗方面认真考虑

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美国提出的谅解备忘录

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川普表示

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如果协议达成

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实施愤怒行动将结束

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如果伊朗拒绝

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将恢复轰炸

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白宫认为

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这次是开战以来最接近达成协议的一次

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受此消息影响

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今天原油价格跳水

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下午截图时

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布伦特原油报价在101左右

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战争可能要结束

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这件事情对金融市场的影响

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主要就是提升风险偏好

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使投资者更加大胆投资

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刺激股市上涨

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过去200多年

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美国对外军事行动

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200多次大的战争不断

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在有标普指数以后

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战争期间都是先抑后扬

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战争结束时指数总是高于战争开始时

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所以市场上得出了一个经验性的结论

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那就是标普指数从来没有输给一场战争

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战争在开始时形成一定的恐慌情绪

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导致不明就里的投资者争相卖出

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形成大跌

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但是战争消息对股市的影响逐渐减小

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和脱敏利空的边际效用递减

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战争结束时

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股市已经提前回升到了战前水平

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根本原因我认为有几条

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首先战争是美国主动发起的

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在美国本土以外的行动

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对美国经济影响较小

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其次股市主要是看资金和业绩

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海外发生战乱

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资金出于避险的考虑

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宁可投资到美元资产当中

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不容易贬值

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相对安全

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欧洲拉美亚洲地区越乱越不值得投资

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资本就越往美国投资

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而美国股市正处于第四次工业革命当中

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这是史诗级别的生产力发展

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相关上市公司业绩高速增长

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股市上涨不完全是投资推动

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而是业绩推动

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估值推动

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这次标普就更不可能输给一场

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局面可控的伊朗战争

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那么如果战争逐渐退出

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因为原由导致的高通胀

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也就不再构成什么威胁了

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货币政策就还能维持现状

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这都对美股中期走势有利

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今天ADP公布了一个小非农数据

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美国4月私人就业人数增加10.9万

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高于经济学家预期的9.9万

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同时远超3月下修后的6.1万

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为近期劳动力市场释放出偏强信号

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如果油价居高不下

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未来有通胀倾向

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今天有两个行长讲话表示对通胀的担忧

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圣路易斯联储行长穆萨莱姆表示

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经济和货币政策的未来走向存在诸多不确定性

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但他认为

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通胀风险上升的幅度大于就业风险上升的幅度

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美联储的利率将维持在目前水平

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一段时间内

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芝加哥联储行长古尔斯比

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对人工智能驱动生产力上升

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不会引发通胀

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持怀疑观点

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美国政府高层认为

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人工智能带动的生产力上升

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可以在不引发通胀的情况下

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实现更快的经济增长

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因此利率可以降低

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但是20世纪90年代的互联网革命

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也是生产力大发展

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生产力明显增长

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并推动大规模投资

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因此古尔斯比认为

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美联储在必要时应该加息

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以防止经济过热啊

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那今天的两个行长都是鹰派言论

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可见在当前形势下

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美联储要降息是越来越难的啦

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推动股市上涨的内部因素是上市公司的业绩好

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一季度被认为是20年来最佳财报

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德意志银行报告称

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美股正在经历20年来最好的财报季

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标普500指数成份股公司中

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约85%的盈利超出预期

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约77%的营收超出预期

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瑞银首席投资官指出

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美股创新高让投资者感到紧张

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但是更重要的是

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盈利预期是否会继续上涨

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半导体涨得非常厉害

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费城半导体指数今天又涨了4.48%

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30只成份股有25只上涨

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只有五只是下跌的指数直线上涨

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形成了容涨的迹象

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龙涨啊

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就是说投资者冯某害怕错过疯狂涌入市场

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导致股价在短时间内非理性飙升

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融涨就是恐慌性买入

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半导体指数中

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原来较为落后的个股也出现了显著的上涨

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比如英特尔大涨也就罢了

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连5年不涨的高通也上涨了

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资金在半导体板块集结

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这种集中度是美股市场一个潜在的风险

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最近CPU成为数据中心的香饽饽

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AAMD财报后大涨18%

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英特尔从底部上来涨了三倍多

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为什么CPU突然就火了呢

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因为GPU是用来训练大模型的

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过去3年AI主要在做训练

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而现在AI进入了推理和代理

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用新一代多核心CPU跑推理成本比GPU低

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以前数据中心重点就是堆GPU

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但是CPU太弱了

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就成了数据中心的瓶颈

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AAMD和英特尔推出的最新一代CPU

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集成了AI加速指令集

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在数据中心中重新回到舞台中心

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最近的CPU使用了CXL高速互联技术

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使得CPU能够快速访问内存

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在内存和GPU之间快速搬运

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降低了能耗

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提升效率

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对股票的影响就是英特尔和AMD大涨

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AMD是双轮驱动的一家公司

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既有显卡

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也有CPU

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数据中心业务

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一季度营业收入58亿

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同比增长57%

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一半以上的收入来自AI数据中心

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AAMD的毛利率提升到55%

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毛利率越高说明垄断能力越强

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AAMD的毛利率虽然还赶不上英伟达的

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但是已经相当高

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苏妈在财报后提到

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AAMD的EPYCCPU需求超预期

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预计二季度CPU营收同比增长70%

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AAMD的AI芯片MI450

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也获得了较好的市场反馈

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股价今天跳空大涨18%

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离万亿市值仍有空间

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苏妈的目标应该是上1万亿

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对应股价600

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那有人要替我可惜啦

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200出头买了又卖了

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赚了点小钱

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错过了大行情

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而且还不止AMD

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还有几只股也是这样的啊

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SUNY看好的股票总是拿不住

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我觉得我看好的股票都有好的前景

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这说明我择股的准确率还是蛮高的

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但是拿不住呢应该是平凡人的共性

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市场上几千只股朝三暮四的感觉

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机会很多

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但是能够抓住的机会才是自己的

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唉以后咱们看好的股一定要抓紧紧的

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其实我也不是都拿不住

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谷歌不就拿了3年没有卖吗

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从人人质疑买入到现在挑战股王5万亿啊

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我还是有看好看准并且拿得住的个股的

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要怪啊

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只能怪美股好机会实在太多了

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又要重仓

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又要买很多个股

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这本身就是个无法两全其美的事儿

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唯一能破解的就是要多搞点钱

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看好了个股都有钱买一大堆就太好了

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AI的资本支出是整体市场火爆的起点

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除了之前四大云服务巨头

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7250亿资本支出计划

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引爆了半导体产业

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最近舍不得在AI上面花这么多钱的

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苹果也要增加AI投入了

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苹果并不是要像亚马逊

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微软一样大规模建设数据中心

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而是在设备端推进AI功能更新

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Theory

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推出苹果人工智能

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苹果的股价虽然比较低调

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不像半导体那样狂涨

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但最近似乎有突破迹象

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也是有希望迎来一波上涨

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有观众问LITE

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那这是一支光通性概念股

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涨了几十倍啦

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同处官通信板块的迈威尔

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康宁等个股

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也都是进取性非常强的牛股

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今天消息称

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英伟达与康宁公司合作

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英伟达向康宁投资32亿获得认股权证

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以每股180美元的价格

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购买最多1500万股康宁的股票

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康宁将为英伟达提供光学技术产品

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股价今天又是大涨

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光通信是英伟达最新看好并且布局的方向

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英伟达的龙头地位不止体现在GPU上面

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还体现在投资的前瞻性

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00:12:30,019 --> 00:12:32,740
我记得去年英伟达和英特尔合作

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然后CPU就火了

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英伟达肯定是早就预料到CPU会火

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那么英伟达与康宁的合作

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可以看作是对光学产品的看好

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00:12:44,519 --> 00:12:47,500
光通信是数据中心硬件中的一块

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00:12:47,500 --> 00:12:52,470
已经在最厉害的主升浪上涨途中涨幅太高了

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如果是短期炒一炒

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那么所有这些大涨的个股都是很好的标的

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00:12:57,750 --> 00:13:00,750
他们股性活跃机会很多

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但长线投资还是要尽可能的找那些便宜货买入

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比较安全

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最后说说MSTR居然想要出售比特币

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这家公司通过股权融资弄钱买入比特币储备

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然后比特币大涨后继续弄钱加仓比特币

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一度比特币大涨到十几万

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股价也大涨

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当时我就觉得这种左脚踩右脚上天的逻辑不通

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当币价下跌时

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MSTR就很难受了

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最近他们说卖出亏损的比特币可以抵税

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卖了钱给股东分红

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那投资到底还是要投那些脚踏实地的

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有护城河的公司

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拿股东的钱炒币的

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那我有钱不会自己炒吗

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好今天的节目就分享到这里

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感谢大家收看

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我们下期节目再见拜拜

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