{"id":46495,"date":"2026-05-07T03:04:13","date_gmt":"2026-05-07T03:04:13","guid":{"rendered":"https:\/\/www.vtmarketsmy.com\/cn\/uncategorized\/%e8%b6%85%e5%be%ae%ef%bc%88amd%ef%bc%89%e8%82%a1%e7%a5%a8%ef%bc%9aai%e5%a2%9e%e9%95%bf%e9%9d%a2%e4%b8%b4%e4%bc%b0%e5%80%bc%e8%80%83%e9%aa%8c\/"},"modified":"2026-05-07T03:04:13","modified_gmt":"2026-05-07T03:04:13","slug":"%e8%b6%85%e5%be%ae%ef%bc%88amd%ef%bc%89%e8%82%a1%e7%a5%a8%ef%bc%9aai%e5%a2%9e%e9%95%bf%e9%9d%a2%e4%b8%b4%e4%bc%b0%e5%80%bc%e8%80%83%e9%aa%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarketsmy.com\/cn\/opinion\/%e8%b6%85%e5%be%ae%ef%bc%88amd%ef%bc%89%e8%82%a1%e7%a5%a8%ef%bc%9aai%e5%a2%9e%e9%95%bf%e9%9d%a2%e4%b8%b4%e4%bc%b0%e5%80%bc%e8%80%83%e9%aa%8c\/","title":{"rendered":"\u8d85\u5fae\uff08AMD\uff09\u80a1\u7968\uff1aAI\u589e\u957f\u9762\u4e34\u4f30\u503c\u8003\u9a8c"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarketsmy.com\/cn\/wp-content\/uploads\/sites\/4\/2026\/05\/1_image-1024x573.webp\" alt=\"\" class=\"wp-image-49684\"\/><\/figure>\n\n\n\n<p><strong>\u91cd\u70b9<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AMD\u57282026\u8d22\u5e74\u7b2c\u4e00\u5b63\uff08Q1\uff09\u4e1a\u7ee9\u4f18\u4e8e\u9884\u671f\u3001\u5e76\u7ed9\u51fa\u504f\u5f3a\u7684\u7b2c\u4e8c\u5b63\uff08Q2\uff09\u6307\u5f15\u540e\uff0c\u80a1\u4ef7\u518d\u5ea6\u8d70\u5f3a\u3002<\/li>\n\n\n\n<li>\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u6210\u4e3a\u4e3b\u8981\u589e\u957f\u5f15\u64ce\uff0c\u4e3b\u8981\u7531EPYC\u670d\u52a1\u5668\u5904\u7406\u5668\uff08\u7ed9\u670d\u52a1\u5668\u7528\u7684\u4e2d\u592e\u5904\u7406\u5668CPU\uff09\u4e0eInstinct GPU\uff08\u7528\u4e8eAI\u8fd0\u7b97\u7684\u56fe\u5f62\u5904\u7406\u5668\uff09\u9700\u6c42\u5e26\u52a8\u3002<\/li>\n\n\n\n<li>\u4e0eOpenAI\u548cMeta\u7684AI\u5408\u4f5c\uff0c\u8ba9AMD\u66f4\u50cf\u5177\u89c4\u6a21\u7684AI\u57fa\u7840\u8bbe\u65bd\u4f9b\u5e94\u5546\uff08\u63d0\u4f9b\u7b97\u529b\u786c\u4ef6\u4e0e\u8f6f\u4ef6\u7684\u5e73\u53f0\uff09\u3002<\/li>\n\n\n\n<li>\u63a5\u4e0b\u6765\u5173\u952e\u5728\u4f30\u503c\uff08\u80a1\u4ef7\u662f\u5426\u592a\u8d35\uff09\u3001\u5229\u6da6\u7387\u662f\u5426\u80fd\u5b88\u4f4f\uff0c\u4ee5\u53caAMD\u80fd\u5426\u7ee7\u7eed\u7f29\u5c0f\u4e0eNVIDIA\u7684\u5dee\u8ddd\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">AMD\u80a1\u4ef7\u8d70\u9ad8\uff1aAI\u9700\u6c42\u5f00\u59cb\u53cd\u6620\u5728\u8d22\u62a5\u6570\u5b57<\/h2>\n\n\n\n<p>AMD\u5b8c\u6210\u4e86\u5e02\u573a\u6700\u5728\u610f\u7684\u51e0\u4ef6\u4e8b\uff1a\u4e1a\u7ee9\u8d85\u9884\u671f\u3001\u6570\u636e\u4e2d\u5fc3\u52a0\u901f\u3001\u62ff\u4e0bOpenAI\u4e0eMeta\u5408\u4f5c\u3002\u8fd9\u4e9b\u90fd\u662f\u591a\u5934\u4e24\u5e74\u524d\u5c31\u60f3\u770b\u5230\u7684\uff0c\u73b0\u5728AMD\u4ea4\u51fa\u6210\u7ee9\uff0c\u80a1\u4ef7\u4e5f\u968f\u4e4b\u53cd\u5e94\u3002<\/p>\n\n\n\n<p>\u66f4\u96be\u7684\u90e8\u5206\u624d\u521a\u5f00\u59cb\uff1aAMD\u5fc5\u987b\u8bc1\u660eAI\u6536\u5165\u80fd\u540c\u65f6\u5e26\u6765\u66f4\u597d\u7684\u5229\u6da6\u7387\uff08\u6bcf\u4e00\u5757\u6536\u5165\u80fd\u8d5a\u66f4\u591a\uff09\u3001\u5408\u4f5c\u6d88\u606f\u80fd\u53d8\u6210\u6301\u7eed\u4e0b\u5355\uff0c\u800c\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u5728\u540c\u6bd4\u589e\u957f57%\u540e\u4ecd\u80fd\u5ef6\u7eed\u6210\u957f\uff0c\u540c\u65f6\u4e0d\u8ba9\u5e02\u573a\u7ed9\u5b83\u7684\u6ea2\u4ef7\u4f30\u503c\uff08\u6bd4\u4e00\u822c\u516c\u53f8\u66f4\u9ad8\u7684\u5b9a\u4ef7\uff09\u88ab\u6536\u56de\u3002\u8fd9\u4e9b\u90fd\u4e0d\u4fdd\u8bc1\u6210\u7acb\uff0c\u4e5f\u5f88\u96be\u5728\u672a\u676512\u4e2a\u6708\u5185\u5c31\u5b8c\u5168\u770b\u6e05\u3002<\/p>\n\n\n\n<p>AMD\u80a1\u4ef7\u76ee\u524d\u5c31\u5361\u5728\u8fd9\u79cd\u201c\u5df2\u5151\u73b0\u4e00\u90e8\u5206\u3001\u4f46\u4ecd\u8981\u8bc1\u660e\u540e\u7eed\u201d\u7684\u843d\u5dee\u91cc\uff0c\u5b9e\u9645\u5c40\u9762\u6bd4\u5355\u7eaf\u4e0a\u6da8\u66f4\u590d\u6742\u3002<\/p>\n\n\n\n<p>AMD\u516c\u5e032026\u8d22\u5e74\u7b2c\u4e00\u5b63\u8425\u6536<strong>103\u4ebf\u7f8e\u5143<\/strong>\uff0c\u540c\u6bd4\u589e\u957f<strong>38%<\/strong>\uff1b\u975eGAAP\u6bcf\u80a1\u76c8\u5229\uff08EPS\uff0c\u6309\u201c\u7ecf\u8c03\u6574\u53e3\u5f84\u201d\u8ba1\u7b97\u7684\u6bcf\u80a1\u8d5a\u591a\u5c11\u94b1\uff09\u4e3a<strong>1.37\u7f8e\u5143<\/strong>\u3002\u6570\u636e\u4e2d\u5fc3\u8425\u6536\u8fbe<strong>58\u4ebf\u7f8e\u5143<\/strong>\uff0c\u540c\u6bd4\u589e\u957f<strong>57%<\/strong>\uff0c\u4e3b\u8981\u7531EPYC\u5904\u7406\u5668\u4e0eInstinct GPU\u51fa\u8d27\u589e\u957f\u5e26\u52a8\u3002<\/p>\n\n\n\n<p>\u8fd9\u5bf9AMD\u80a1\u4ef7\u5f88\u91cd\u8981\uff0c\u56e0\u4e3a\u516c\u53f8\u7684\u589e\u957f\u5f15\u64ce\u5df2\u6539\u53d8\u3002\u5e02\u573a\u4e0d\u518d\u53ea\u628aAMD\u5f53\u4f5c\u201cPC\u590d\u82cf\u80a1\u201d\u6216\u201c\u534a\u5bfc\u4f53\u666f\u6c14\u5faa\u73af\u80a1\u201d\uff08\u4e1a\u7ee9\u968f\u7ecf\u6d4e\u666f\u6c14\u8d77\u843d\u7684\u516c\u53f8\uff09\u3002\u73b0\u5728\u5e02\u573a\u66f4\u504f\u5411\u7528\u201c\u6570\u636e\u4e2d\u5fc3\u4e0eAI\u57fa\u7840\u8bbe\u65bd\u516c\u53f8\u201d\u6765\u7ed9\u5b83\u5b9a\u4ef7\uff0c\u673a\u4f1a\u66f4\u5927\uff0c\u4f46\u538b\u529b\u4e5f\u66f4\u5927\u3002<\/p>\n\n\n\n<p>\u516c\u53f8\u540c\u65f6\u9884\u8ba1\u7b2c\u4e8c\u5b63\u8425\u6536\u7ea6<strong>112\u4ebf\u7f8e\u5143<\/strong>\uff0c\u4e0a\u4e0b\u6d6e\u52a8<strong>3\u4ebf\u7f8e\u5143<\/strong>\uff1b\u8def\u900f\u5f15\u8ff0\u5206\u6790\u5e08\u539f\u9884\u671f\u7ea6<strong>105.2\u4ebf\u7f8e\u5143<\/strong>\u3002AMD\u4e5f\u9884\u8ba1\u7ecf\u8c03\u6574\u6bdb\u5229\u7387\uff08gross margin\uff0c\u8425\u6536\u6263\u6389\u76f4\u63a5\u6210\u672c\u540e\u7684\u5229\u6da6\u5360\u6bd4\uff09\u7ea6<strong>56%<\/strong>\uff0c\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u7684<strong>55.4%<\/strong>\u3002<\/p>\n\n\n\n<!-- TradingView Widget BEGIN -->\n<div class=\"tradingview-widget-container\" style=\"height:100%;width:100%\">\n  <div class=\"tradingview-widget-container__widget\" style=\"height:calc(100% - 32px);width:100%\"><\/div>\n  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-AMD\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">AMD stock chart<\/span><\/a><span class=\"trademark\"> On VT, by TradingView<\/span><\/div>\n  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-advanced-chart.js\" async>\n  {\n  \"allow_symbol_change\": true,\n  \"calendar\": false,\n  \"details\": false,\n  \"hide_side_toolbar\": true,\n  \"hide_top_toolbar\": false,\n  \"hide_legend\": false,\n  \"hide_volume\": false,\n  \"hotlist\": false,\n  \"interval\": \"D\",\n  \"locale\": \"en\",\n  \"save_image\": true,\n  \"style\": \"1\",\n  \"symbol\": \"NASDAQ:AMD\",\n  \"theme\": \"dark\",\n  \"timezone\": \"Etc\/UTC\",\n  \"backgroundColor\": \"#0F0F0F\",\n  \"gridColor\": \"rgba(242, 242, 242, 0.06)\",\n  \"watchlist\": [],\n  \"withdateranges\": false,\n  \"compareSymbols\": [],\n  \"studies\": [],\n  \"autosize\": true\n}\n  <\/script>\n<\/div>\n<!-- TradingView Widget END -->\n\n\n\n<p>\u8fd9\u5957\u7ec4\u5408\u8ba9\u80a1\u4ef7\u77ed\u671f\u53d9\u4e8b\u5f88\u5f3a\uff1a\u8425\u6536\u8d85\u9884\u671f\u3001\u6307\u5f15\u4e0a\u8c03\u3001AI\u9700\u6c42\u5f00\u59cb\u66f4\u6e05\u695a\u5730\u8fdb\u5165\u635f\u76ca\u8868\uff08income statement\uff0c\u516c\u53f8\u8d5a\u94b1\u4e0e\u6210\u672c\u7684\u62a5\u8868\uff09\u3002\u66f4\u96be\u7684\u95ee\u9898\u662f\uff1a\u80a1\u4ef7\u662f\u5426\u5df2\u7ecf\u628a\u8fd9\u4e9b\u8fdb\u5c55\u201c\u5148\u6da8\u5b8c\u201d\u3002<\/p>\n\n\n\n<p><strong>\u60f3\u5728AMD\u4e4b\u5916\u5bfb\u627e\u66f4\u591a\u7f8e\u80a1\u673a\u4f1a\uff1f\u53ef\u901a\u8fc7VT Markets\u4e86\u89e3<a href=\"https:\/\/www.vtmarkets.com\/cfd-shares\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">\u5168\u7403\u80a1\u7968\u5dee\u4ef7\u5408\u7ea6\uff08CFD\uff0c\u5dee\u4ef7\u5408\u7ea6\uff1a\u4e0d\u76f4\u63a5\u6301\u80a1\u3001\u4ee5\u4ef7\u683c\u6da8\u8dcc\u5dee\u989d\u7ed3\u7b97\u7684\u4ea4\u6613\u5de5\u5177\uff09<\/a>\uff0c\u5e76\u5728\u8d22\u62a5\u5b63\u8ffd\u8e2a\u6bcf\u65e5\u80a1\u5e02\u52a8\u6001\u3002<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u201c\u8ffd\u8d76\u4ea4\u6613\u201d\u66f4\u5f3a\uff1aAMD\u66f4\u50cf\u8865\u4f4d\u8005\u800c\u975e\u53d6\u4ee3\u8005<\/h2>\n\n\n\n<p>AMD\u80a1\u4ef7\u66f4\u9002\u5408\u88ab\u89c6\u4e3aAI\u201c\u8ffd\u8d76\u4ea4\u6613\u201d\uff08catch-up trade\uff1a\u843d\u540e\u8005\u56e0\u57fa\u672c\u9762\u6539\u5584\u800c\u8865\u6da8\uff09\uff0c\u800c\u4e0d\u662f\u76f4\u63a5\u53d6\u4ee3<a href=\"https:\/\/www.vtmarkets.com\/opinion\/nvidia-earnings-report-what-it-reveals-about-the-ai-trade\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">NVIDIA<\/a>\u7684\u6545\u4e8b\u3002<\/p>\n\n\n\n<p>NVIDIA\u4ecd\u5728AI\u52a0\u901f\u5668\uff08accelerator\uff1a\u4e13\u95e8\u7528\u6765\u52a0\u901fAI\u8ba1\u7b97\u7684\u82af\u7247\uff09\u5e02\u573a\u5360\u4e3b\u5bfc\u5730\u4f4d\uff0cAMD\u8fd8\u6ca1\u62b9\u5e73\u5dee\u8ddd\u3002\u4f46AMD\u4e0d\u9700\u8981\u5168\u9762\u51fb\u8d25NVIDIA\uff0c\u80a1\u4ef7\u5c31\u80fd\u6210\u7acb\u3002\u5b83\u53ea\u8981\u5728\u6301\u7eed\u589e\u957f\u7684\u5e02\u573a\u91cc\u62ff\u5230\u8db3\u591f\u4efd\u989d\u5373\u53ef\uff0c\u5c24\u5176\u5f53\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\uff08hyperscalers\uff1a\u5927\u578b\u4e91\u670d\u52a1\u5546\uff09\u5e0c\u671b\u4f9b\u5e94\u6765\u6e90\u66f4\u591a\u5143\u3001\u8bae\u4ef7\u80fd\u529b\u66f4\u5f3a\uff0c\u5e76\u51cf\u5c11\u5bf9\u5355\u4e00\u4f9b\u5e94\u5546\u4f9d\u8d56\u65f6\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">&quot;We&#39;ve never seen anything like this in the investment world,&quot; Carlyle Group co-founder <a href=\"https:\/\/twitter.com\/DM_Rubenstein?ref_src=twsrc%5Etfw\">@DM_Rubenstein<\/a> says, adding: \u201cI suspect AI will change the world.\u201d <a href=\"https:\/\/t.co\/KKaVj40uy1\">pic.twitter.com\/KKaVj40uy1<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2051683756558139752?ref_src=twsrc%5Etfw\">May 5, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u56e0\u6b64\uff0cAMD\u7684\u6570\u636e\u4e2d\u5fc3\u8868\u73b0\u53d8\u5f97\u5173\u952e\u3002\u7b2c\u4e00\u5b63\u6210\u957f\u5e76\u975e\u5355\u4e00\u4ea7\u54c1\u5e26\u52a8\uff1a\u6570\u636e\u4e2d\u5fc3\u53d7\u76ca\u4e8eEPYC\u670d\u52a1\u5668CPU\u4e0eInstinct GPU\u653e\u91cf\uff1b\u540c\u65f6\uff0c\u5ba2\u6237\u7aef\u4e0e\u6e38\u620f\u4e1a\u52a1\u8425\u6536\u4e5f\u589e\u957f<strong>23%<\/strong>\u81f3<strong>36\u4ebf\u7f8e\u5143<\/strong>\u3002\u5d4c\u5165\u5f0f\uff08embedded\uff1a\u7528\u4e8e\u5de5\u4e1a\u4e0e\u8bbe\u5907\u7684\u82af\u7247\uff09\u8425\u6536\u4e5f\u589e\u957f<strong>6%<\/strong>\u81f3<strong>8.73\u4ebf\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n<p>\u8fd9\u8ba9AMD\u4e0d\u53ea\u662f\u201c\u5355\u4e00AI\u82af\u7247\u201d\u7684\u6545\u4e8b\uff0c\u800c\u662f\u66f4\u5b8c\u6574\u7684\u5e73\u53f0\uff1aCPU\u3001GPU\u3001\u673a\u67b6\u7ea7\u7cfb\u7edf\uff08rack-scale\uff1a\u6574\u673a\u67dc\u89c4\u6a21\u7684\u670d\u52a1\u5668\u7cfb\u7edf\uff09\u3001\u4ee5\u53ca\u8f6f\u4ef6\u652f\u6301\uff0c\u90fd\u5c5e\u4e8e\u4e0b\u4e00\u9636\u6bb5\u7684<a href=\"https:\/\/www.vtmarkets.com\/opinion\/how-ai-is-reshaping-the-tech-stocks\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">AI\u57fa\u7840\u8bbe\u65bd<\/a>\u3002AI\u8bad\u7ec3\uff08training\uff1a\u7528\u5927\u91cf\u6570\u636e\u8bad\u7ec3\u6a21\u578b\uff09\u4ecd\u91cd\u8981\uff0c\u4f46\u63a8\u7406\uff08inference\uff1a\u6a21\u578b\u4e0a\u7ebf\u540e\u8fdb\u884c\u56de\u7b54\/\u5224\u65ad\uff09\u4e0e\u4f01\u4e1aAI\u5de5\u4f5c\u8d1f\u8f7d\uff08workloads\uff1a\u4f01\u4e1a\u5b9e\u9645\u8fd0\u884c\u7684\u5e94\u7528\u9700\u6c42\uff09\u53ef\u80fd\u628a\u5e02\u573a\u4ece\u5c11\u6570\u4e91\u5de8\u5934\u6269\u5c55\u5230\u66f4\u591a\u5ba2\u6237\u3002<\/p>\n\n\n\n<p>\u5bf9\u4ea4\u6613\u8005\u6765\u8bf4\uff0c\u8fd9\u8ba9AMD\u4e0d\u53ea\u662f\u52a8\u91cf\u80a1\uff08\u9760\u77ed\u671f\u6da8\u52bf\u4ea4\u6613\uff09\u3002\u5173\u952e\u5728\u4e8e\uff1aAMD\u80fd\u5426\u628aAI\u201c\u53ef\u4fe1\u5ea6\u201d\u8f6c\u5316\u4e3a\u53ef\u91cd\u590d\u7684\u6536\u5165\u589e\u957f\u3001\u66f4\u597d\u5229\u6da6\u7387\uff0c\u4ee5\u53ca\u66f4\u9ad8\u7684\u4f30\u503c\u500d\u6570\uff08multiple\uff1a\u5e02\u573a\u613f\u610f\u7ed9\u7684\u4f30\u503c\u6bd4\u4f8b\uff09\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">OpenAI\u4e0eMeta\u5408\u4f5c\uff1a\u8ba9AMD\u7684AI\u53d9\u4e8b\u66f4\u5b8c\u6574<\/h2>\n\n\n\n<p>AMD\u4e0eOpenAI\u3001Meta\u8fbe\u6210\u5927\u578b\u5408\u4f5c\u540e\uff0cAI\u6545\u4e8b\u66f4\u5177\u8bf4\u670d\u529b\u3002<\/p>\n\n\n\n<p>2025\u5e7410\u6708\uff0cAMD\u4e0eOpenAI\u516c\u5e03<strong>6\u5409\u74e6\uff08GW\uff09\u534f\u8bae<\/strong>\uff0c\u4e3a\u4e0b\u4e00\u4ee3AI\u57fa\u7840\u8bbe\u65bd\u63d0\u4f9b\u7b97\u529b\uff0c\u8986\u76d6\u591a\u4ee3Instinct GPU\u3002\uff08\u5409\u74e6\u662f\u7535\u529b\u89c4\u6a21\u5355\u4f4d\uff0c\u8fd9\u91cc\u6307\u6570\u636e\u4e2d\u5fc3\u7ea7\u522b\u7684\u5927\u578b\u90e8\u7f72\u89c4\u6a21\u3002\uff09\u9996\u6279<strong>1\u5409\u74e6<\/strong>\u7684Instinct MI450 GPU\u90e8\u7f72\u9884\u8ba1\u57282026\u5e74\u4e0b\u534a\u5e74\u542f\u52a8\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">WATCH: AMD shares surged after the company unveiled a $100 billion annual data-center revenue target and announced plans to expand its presence in the AI market, buoyed by deals with OpenAI and Oracle <a href=\"https:\/\/t.co\/uo8oyNvFBM\">https:\/\/t.co\/uo8oyNvFBM<\/a> <a href=\"https:\/\/t.co\/cSBsU4E5dC\">pic.twitter.com\/cSBsU4E5dC<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1988792682840486168?ref_src=twsrc%5Etfw\">November 13, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Meta\u57282026\u5e742\u6708\u4e5f\u6269\u5927\u4e0eAMD\u5408\u4f5c\u3002AMD\u8868\u793a\uff0c\u9996\u4e2a1\u5409\u74e6\u90e8\u7f72\u7684\u51fa\u8d27\u9884\u8ba1\u57282026\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\uff0c\u65b9\u6848\u5305\u62ec\u5b9a\u5236\u7684Instinct MI450\u7cfb\u5217GPU\u3001\u7b2c\u516d\u4ee3EPYC CPU\u3001ROCm\u8f6f\u4ef6\uff08AMD\u7684AI\u4e0eGPU\u8fd0\u7b97\u8f6f\u4ef6\u5e73\u53f0\uff0c\u5e2e\u52a9\u5f00\u53d1\u8005\u8ba9\u6a21\u578b\u5728AMD\u786c\u4ef6\u4e0a\u8dd1\u8d77\u6765\uff09\uff0c\u4ee5\u53caHelios\u673a\u67b6\u7ea7\u67b6\u6784\uff08\u6574\u67dc\u7cfb\u7edf\u8bbe\u8ba1\uff09\u3002<\/p>\n\n\n\n<p>\u8fd9\u4e9b\u5408\u4f5c\u4e4b\u6240\u4ee5\u91cd\u8981\uff0c\u662f\u56e0\u4e3a\u5b83\u5411\u6295\u8d44\u8005\u8bc1\u660e\uff1a\u5927\u578bAI\u5ba2\u6237\u613f\u610f\u4ee5\u201c\u5927\u89c4\u6a21\u201d\u90e8\u7f72AMD\u3002\u5b83\u65e0\u6cd5\u7acb\u523b\u6539\u5199NVIDIA\u7684\u9886\u5148\u5730\u4f4d\uff0c\u4f46\u786e\u7acb\u4e86AMD\u4f5c\u4e3a\u7b2c\u4e8c\u5927\u4f9b\u5e94\u6765\u6e90\u7684\u5b9a\u4f4d\u3002\u5728\u9700\u8981\u66f4\u591a\u7b97\u529b\u3001\u66f4\u591a\u4ea7\u80fd\u3001\u4e5f\u9700\u8981\u66f4\u5f3a\u8bae\u4ef7\u80fd\u529b\u7684AI\u5e02\u573a\u91cc\uff0c\u8fd9\u4e00\u70b9\u5f88\u5173\u952e\u3002<\/p>\n\n\n\n<p><a href=\"https:\/\/www.vtmarkets.com\/opinion\/openais-1-trillion-ipo\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">OpenAI\u4e0eMeta\u534f\u8bae<\/a>\u4e5f\u8ba9AMD\u62e5\u6709\u66f4\u957f\u7684\u589e\u957f\u8dd1\u9053\uff08runway\uff1a\u672a\u6765\u53ef\u6301\u7eed\u6210\u957f\u7a7a\u95f4\uff09\u3002\u82e5\u90e8\u7f72\u63a8\u8fdb\u987a\u5229\uff0c\u5e02\u573a\u53ef\u80fd\u66f4\u613f\u610f\u7528\u201c\u672a\u6765AI\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u201d\u6765\u7ed9AMD\u4f30\u503c\uff0c\u800c\u4e0d\u53ea\u76ef\u7740\u77ed\u671f\u5b63\u5ea6\u6570\u5b57\u3002<\/p>\n\n\n\n<p>\u4f46\u6267\u884c\u95e8\u69db\u5f88\u9ad8\u3002\u5408\u4f5c\u6d88\u606f\u53ea\u662f\u6807\u9898\uff0c\u6700\u7ec8\u5e02\u573a\u4f1a\u770b\uff1a\u51fa\u8d27\u65f6\u95f4\u3001\u5e26\u6765\u7684\u6536\u5165\u3001\u6bdb\u5229\u7387\uff0c\u4ee5\u53ca\u5ba2\u6237\u662f\u5426\u6301\u7eed\u6269\u5927\u91c7\u8d2d\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4f30\u503c\uff1a\u73b0\u5728\u624d\u662f\u66f4\u96be\u4ea4\u6613\u7684\u90e8\u5206<\/h2>\n\n\n\n<p>AMD\u7684\u98ce\u9669\u4e0d\u5728\u4e8eAI\u6545\u4e8b\u6ca1\u52a8\u80fd\uff0c\u800c\u5728\u4e8e\u80a1\u4ef7\u53ef\u80fd\u5df2\u8ba1\u5165\u5927\u91cf\u672a\u6765\u6210\u529f\u3002<\/p>\n\n\n\n<p>\u5728\u4e00\u8f6e\u5f3a\u52bf\u4e0a\u6da8\u540e\uff0cAMD\u7684\u4ea4\u6613\u65b9\u5f0f\u66f4\u50cf\u9ad8\u589e\u957fAI\u57fa\u7840\u8bbe\u65bd\u9f99\u5934\uff0c\u800c\u4e0d\u662f\u201c\u6298\u4ef7\u6311\u6218\u8005\u201d\uff08\u4ef7\u683c\u4fbf\u5b9c\u3001\u7b49\u5f85\u7ffb\u8eab\uff09\u3002\u8fd9\u8ba9\u7a7a\u95f4\u53d8\u7a84\uff1a\u5f3a\u52b2\u4e1a\u7ee9\u53ef\u4ee5\u652f\u6491\u6da8\u52bf\uff0c\u4f46\u82e5AI GPU\u91c7\u7528\uff08adoption\uff1a\u5ba2\u6237\u5b9e\u9645\u8d2d\u4e70\u5e76\u4e0a\u7ebf\u4f7f\u7528\uff09\u5ef6\u540e\u3001\u5229\u6da6\u7387\u6307\u5f15\u53d8\u5f31\uff0c\u6216\u6570\u636e\u4e2d\u5fc3\u589e\u901f\u653e\u7f13\uff0c\u80a1\u4ef7\u53ef\u80fd\u66f4\u5bb9\u6613\u51fa\u73b0\u8f83\u6df1\u56de\u8c03\u3002<\/p>\n\n\n\n<p>\u4f30\u503c\u8003\u9a8c\u56e0\u6b64\u6210\u4e3a\u6838\u5fc3\u3002<a href=\"https:\/\/www.amd.com\/en\/newsroom\/press-releases\/2026-5-5-amd-reports-first-quarter-2026-financial-results.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">AMD\u7b2c\u4e00\u5b63\u975eGAAP\u6bdb\u5229\u7387\u4e3a55%<\/a>\uff0c\u9ad8\u4e8e\u4e00\u5e74\u524d\u7684<strong>54%<\/strong>\uff0c\u4f46\u4f4e\u4e8e2025\u5e74\u7b2c\u56db\u5b63\u7684<strong>57%<\/strong>\u3002\u975eGAAP\u8425\u8fd0\u8d39\u7528\uff08operating expenses\uff1a\u7814\u53d1\u3001\u9500\u552e\u4e0e\u7ba1\u7406\u7b49\u65e5\u5e38\u652f\u51fa\uff09\u540c\u6bd4\u589e\u957f<strong>42%<\/strong>\u81f3<strong>31\u4ebf\u7f8e\u5143<\/strong>\uff1b\u975eGAAP\u8425\u8fd0\u5229\u6da6\uff08operating income\uff1a\u6263\u9664\u8425\u8fd0\u8d39\u7528\u540e\u7684\u5229\u6da6\uff09\u540c\u6bd4\u589e\u957f<strong>43%<\/strong>\u81f3<strong>25\u4ebf\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n<p>\u5229\u6da6\u7387\u4e0d\u5dee\uff0c\u4f46\u5e02\u573a\u4e0d\u518d\u6ee1\u8db3\u4e8e\u201c\u8425\u6536\u5f3a\u52b2\u201d\u8fd9\u4e00\u70b9\u3002\u6295\u8d44\u8005\u66f4\u60f3\u770b\u5230\uff1aAI\u589e\u957f\u80fd\u5e26\u6765\u66f4\u9ad8\u7684\u76c8\u5229\u80fd\u529b\uff08profitable\uff1a\u66f4\u4f1a\u8d5a\u94b1\uff09\uff0c\u5c24\u5176\u5728\u516c\u53f8\u52a0\u5927\u4ea7\u54c1\u7814\u53d1\u3001\u8f6f\u4ef6\u6295\u5165\u4e0e\u5927\u5ba2\u6237\u90e8\u7f72\u65f6\u3002<\/p>\n\n\n\n<p>\u82e5\u6bdb\u5229\u7387\u56de\u5347\u3001\u6570\u636e\u4e2d\u5fc3\u8425\u6536\u7ee7\u7eed\u52a0\u901f\uff0cAMD\u5c31\u66f4\u80fd\u5b88\u4f4f\u9ad8\u4f30\u503c\uff1b\u82e5\u8425\u6536\u589e\u957f\u4f46\u5229\u6da6\u7387\u4e0d\u5982\u9884\u671f\uff0c\u5e02\u573a\u53ef\u80fd\u8f6c\u8d8b\u6311\u5254\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AMD\u5bf9\u6bd4NVIDIA\uff1a\u66f4\u5408\u7406\u7684\u770b\u6cd5<\/h2>\n\n\n\n<p>AMD\u4e0e<a href=\"https:\/\/www.vtmarkets.com\/tag\/nvidia\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">NVIDIA<\/a>\u7684\u6bd4\u8f83\u4ecd\u6709\u610f\u4e49\uff0c\u4f46\u524d\u63d0\u662f\u770b\u6cd5\u8981\u6b63\u786e\u3002<\/p>\n\n\n\n<p>NVIDIA\u62e5\u6709\u66f4\u5f3a\u7684AI\u751f\u6001\uff08ecosystem\uff1a\u8f6f\u786c\u4ef6\u4e0e\u5f00\u53d1\u8005\u5de5\u5177\u7684\u6574\u4f53\u4f53\u7cfb\uff09\u3001\u66f4\u660e\u663e\u7684\u8f6f\u4ef6\u4f18\u52bf\uff0c\u4ee5\u53ca\u66f4\u5927\u7684\u65e2\u6709\u88c5\u673a\u91cf\uff08installed base\uff1a\u5df2\u88ab\u5ba2\u6237\u90e8\u7f72\u7684\u89c4\u6a21\uff09\u3002AMD\u4ecd\u5728\u5efa\u7acb\u5e02\u573a\u4fe1\u4efb\u3002\u4f46\u4e91\u5de8\u5934\u4e0d\u9700\u8981AMD\u53d6\u4ee3NVIDIA\uff0c\u4ed6\u4eec\u9700\u8981\u7684\u662f\uff1aAMD\u80fd\u6210\u4e3a\u53ef\u9760\u7684\u7b2c\u4e8c\u6765\u6e90\uff0c\u5e76\u80fd\u5927\u89c4\u6a21\u4f9b\u8d27\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarketsmy.com\/cn\/wp-content\/uploads\/sites\/4\/2026\/05\/image-8-1024x881.jpg\" alt=\"\" class=\"wp-image-49683\"\/><\/figure>\n\n\n\n<p><em>\u6765\u6e90\uff1a<a href=\"http:\/\/www.carbonfinance.io\">CarbonFi<\/a><a href=\"http:\/\/www.carbonfinance.io\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">n<\/a><a href=\"http:\/\/www.carbonfinance.io\">ance<\/a><\/em><\/p>\n\n\n\n<p>\u8fd9\u4f1a\u6539\u53d8\u6295\u8d44\u903b\u8f91\uff1a\u53ea\u8981\u603b\u9700\u6c42\u6301\u7eed\u6269\u5927\uff0cAMD\u5728\u5176\u4e2d\u63d0\u9ad8\u5e02\u5360\uff08market share\uff1a\u5e02\u573a\u4efd\u989d\uff09\u5c31\u53ef\u80fd\u5e26\u52a8\u80a1\u4ef7\u4e0a\u884c\uff0c\u4e0d\u5fc5\u8d62\u4e0b\u6574\u4e2a\u5e02\u573a\u3002<\/p>\n\n\n\n<p>\u8fd9\u4e5f\u89e3\u91ca\u4e86\u201c\u4f9b\u5e94\u591a\u5143\u5316\u201d\u7684\u91cd\u8981\u6027\u3002\u5927\u578bAI\u5ba2\u6237\u5728\u7b97\u529b\u9700\u6c42\u6269\u5f20\u65f6\u9700\u8981\u66f4\u591a\u9009\u62e9\u3002\u82e5AMD\u80fd\u63d0\u4f9b\u63a5\u8fd1\u7684\u6027\u80fd\u3001\u66f4\u597d\u7684\u4f9b\u8d27\uff08availability\uff1a\u53ef\u4e70\u5230\u7684\u6570\u91cf\u4e0e\u4ea4\u671f\uff09\u3001\u6216\u66f4\u7701\u6210\u672c\uff08cost efficiency\uff1a\u540c\u6837\u5de5\u4f5c\u91cf\u82b1\u66f4\u5c11\u94b1\/\u7535\uff09\uff0c\u5373\u4f7fNVIDIA\u4ecd\u662f\u9f99\u5934\uff0cAMD\u4e5f\u53ef\u80fd\u62ff\u5230\u53ef\u89c2\u8ba2\u5355\u3002<\/p>\n\n\n\n<p>\u5173\u952e\u5728\u4e8e\uff1aAMD\u80fd\u5426\u5728\u6027\u80fd\u3001\u8f6f\u4ef6\u6210\u719f\u5ea6\uff08maturity\uff1a\u7a33\u5b9a\u6027\u4e0e\u6613\u7528\u6027\uff09\u3001\u4ee5\u53ca\u90e8\u7f72\u901f\u5ea6\u4e0a\u7ee7\u7eed\u7f29\u5c0f\u5dee\u8ddd\u3002\u5408\u4f5c\u6d88\u606f\u4e0e\u8425\u6536\u52a0\u901f\u90fd\u504f\u6b63\u9762\uff0c\u4f46\u5e02\u573a\u4ecd\u9700\u8981\u66f4\u591a\u8bc1\u636e\uff0c\u8bc1\u660e\u8fd9\u4e9b\u4f18\u52bf\u80fd\u8f6c\u4e3a\u957f\u671f\u3001\u7a33\u5b9a\u7684\u5e02\u5360\u63d0\u5347\u3002<\/p>\n\n\n\n<h2 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