【AMD新高】苏妈的反击！下一个万亿市值巨头？2纳米MI450追平英伟达，微软、Meta疯狂下单！

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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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我是福哥家人们

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今天呢我们的大盘啊一度再创历史新高

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但是后面是冲高回落

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什么原因

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还能不能站稳继续冲高

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还有福哥啊也要给大家讲讲

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最近的风头无两的也是12连阳的AMD

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他后续还能不能继续走高

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能走到哪

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那胡歌也会给大家一个AMD的一个策略好吧

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让大赢得先机

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而首先我们先看看整个的一个踏盘

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现在的格局还有疑问啊

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今天大家看到了啊

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整个我们今天大盘呢其实盘前就已经走高了啊

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一度是又是创业新高了

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大家可以看看后面呢

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因为特朗普讲话还会出来的嘴炮

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记者问他

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美伊是不是要延迟

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他说啊不啊

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只要伊朗不答应就要打啊

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那结果这个把这个市场给吓了一跳是吧

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直接回落了

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但是呢回落也好啊

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大家知道发现没有

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特朗普的

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现在的话语呢对这个市场影响太变小了

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几乎忽略不计

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最近呢看到整个我们的大盘的上涨13年也好

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不都是在特朗普的嘴炮当中风风上讲嘛

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是吧好

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所以呢我们的接下来加盟

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那我们大盘还是啊可能会在这里调整啊

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调整个一两天啊

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在高位

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但是他还会继续创新高

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毫无疑问的

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下一个我觉得就是要破这个2万5啊

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为什么这样讲

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大家看到老福哥给大家讲过的

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你像谷歌他们也是在接近历史新高

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还没有突破历史新高

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还有这个英伟达也是也是在历史新高附近

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我们的这个比较低的哈

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威远在刚刚在底部还在在补涨

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可以说从我们观察的这几个科技巨头

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我们知道都是在上涨趋势当中没有结束啊

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啊特别是微远啊

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福哥在盘前的这个策略当中

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真的是提醒了微软

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它都能在逆势上涨

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现在是最强的

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好今天呢我们再回到我们的这个AMD了

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主要讲这个书嘛

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AAMD大家知道啊

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也是可以说是在芯片内的啊

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可以说是啊最强的了啊

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12连阳是吧

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历史新高了

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那么他还能不能走

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我觉得还是有机会哈

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这个AAMD呢为什么我看好它

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首先啊AMD呢一个啊就是说最近大家发现没有

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最近呢拿上了OpenAI的六级瓦

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mate的六级瓦

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甲骨文5万片的顶级大厂的这个订单

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大家都说英伟达的这个GPU性能牛

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但是现在的这个AMD的mi450

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下一代2NM的这个AIGPU性能

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所以呢现在我们预估啊

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就是华尔街展望AMD的这个AI业务

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有望在2027年达到这个呃300亿的营收

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而且大家知道啊

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AAMD是做CPU起家的

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家人们

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那现在大家知道啊

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现在A随着AI智能体的爆发

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CPU已经从配角变成算力心脏了

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那所以呢未来你看下AAMD可以说是双引擎

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一是GPU很牛逼

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第二是他的这个MI450两纳米的这个AIGPU

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等你说它为什么能涨

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还有现在的这个苏妈的在搞的这个CPU和GPU

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一体化算力

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Hello

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是AI机构整机的这个CPU加机

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GPU的一体化算力

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可以说

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彻底打破了这个英伟达独大的一个格局了啊

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好所以呢现在呢我们也看到了啊

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啊现在他没技术面上啊

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他炒疑问是一个上涨趋势结构啊

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没结束好

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所以呢这样呢那我们的这个AMD

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那么下方他的支撑在280~270啊

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啊回调280270可以放心止肉啊

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突破290也可以买入啊

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大家可以买入一场

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但下一个目标位

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毫无疑问他就要奔着他300区的啊

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更多的我觉得我看到的是

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将来的AAMD的万亿市值

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起码他得挣500块钱

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没问题啊

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你说这个英伟达对不对

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它芯片你说一家独大

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他4万亿

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现在它的AAAMD无论是性能

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它的GPU也好

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CPU也好

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它的性能真的是几乎跟英伟达的

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这真没什么差距了

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反而是他的CPU是吧

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比这个英伟达还牛逼啊

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所以我觉得AMD啊也有望啊

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就是万亿市值

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大家好

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就是关注AMD吧啊有的话就继续持有

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没有的话啊

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可以拿一点好

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今天呢这个福哥就给大家讲这个AMD啊

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因为最近后台有不少家长问的MD好

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大家如果想了解更多的

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或者你手中有什么你想了解的个股的

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加们

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那可以练接啊

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胡歌的这个置顶链接

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加入副歌的这个交流圈

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一对一在聊啊

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胡歌也会在这个呃社群啊

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实时的啊

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就每日的盘前的美股的策略会给大家分享啊

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一些热点潜力个股的一个操作策略

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让大赢利先机

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