Advanced Micro Devices, Inc. (NASDAQ: AMD ), commonly referred to as AMD, is one of my long-term investments from which I expect to see significant returns in the coming years. Especially considering that IMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these compani ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ), commonly referred to as AMD, is one of my long-term investments from which I expect to see significant returns in the coming years. Especially considering that IMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these compani ...

AMD (NASDAQ: AMD) had it rough last week, dropping more than 6% on Friday following Broadcom’s (NASDAQ: AVGO) impressive quarterly results and news of a $10 billion order for custom chips from a client widely believed to be none other than OpenAI. The turn of events could presage a potential shift in the market. Namely, while graphics processing units (GPUs) have so far been the key in driving generative artificial intelligence (AI), custom silicon chips designed for specific AI tasks are emerging as a viab ...

The AMD logo, the American multinational semiconductor company that develops computer processors and related technologies for business and consumer markets, is displayed at its pavilion during the Mobile World Congress 2025 in Barcelona, Spain, on March 5, 2025. (Photo by Joan Cros/NurPhoto via Getty Images)NurPhoto via Getty ImagesAMD’s (NASDAQ:AMD) shares experienced a decline of more than 6% during Friday’s trading session following the announcement of impressive quarterly results by semiconductor and in ...

AI基础设施视角 - 从基础设施角度而非应用层面探讨AI发展 [1] - 关注AI技术的高层愿景和发展方向 [1] - 探讨AI投资的现实回报与预期匹配度 [1] 行业需求分析 - 分析世界对AI技术的实际需求程度 [1] - 评估AI技术未来实用性和应用价值 [1] - 研究当前投资规模与技术发展阶段的对应关系 [1]

Advanced Micro Devices (NasdaqGS:AMD) 2025 Conference September 08, 2025 05:25 PM ET Company ParticipantsForrest Norrod - SVP & GM - Data Center Solutions Business UnitConference Call ParticipantsJim Schneider - Senior Equity AnalystJim SchneiderOkay, good afternoon, everybody. Welcome to the Goldman Sachs Community Telephone and Technology Conference. My name is Jim Schneider. I'm a Semiconductor Analyst here at Goldman Sachs, and it's my pleasure to welcome Advanced Micro Devices and the EVP of Data Cente ...

分析师背景 - Daniel Sereda担任家族办公室首席投资分析师 投资范围涵盖跨大陆及多资产类别 具备从海量信息中筛选关键投资观点的专业能力 [1] - 其运营的投资平台Beyond the Wall Investing为订阅者提供与机构市场参与者同等级别的分析信息 [1] 服务内容 - Beyond the Wall Investing平台提供华尔街买卖观点的最新高质量分析 用户可通过订阅获取 包含免费试用及10%特别折扣 [1] 持仓披露 - 分析师通过股票、期权或其他衍生品持有AMD（超微公司）多头仓位 [1] - 分析内容基于独立观点 未获得除Seeking Alpha外任何补偿 与涉及公司无商业关联 [1]

Advanced Micro Devices, Inc. (NASDAQ: AMD ) has been on a decent run this year, gaining 25% year to date and establishing itself as one of the top performers in the sector.Hi, I'm a dedicated Stock Analyst aiming to identify clear winners in the market. I'm here to help others make informed investment decisions by delivering clear, insightful, and easy-to-understand financial content. My work has been featured on several leading platforms, including Yahoo, MSN, Nasdaq, InvestorPlace, Barchart, and GuruFocus ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--Exostellar, a leader in self-managed AI infrastructure orchestration, today announced support for AMD solutions, bringing together open, high-performance AMD Instinctâ"¢ GPUs and Exostellar's GPU-agnostic orchestration platform to meet enterprise demands for transparency, choice, and performance. Why This Matters As enterprises and OEMs seek more transparent and flexible compute ecosystems, the commitment from AMD to open standards and heterogeneous integrati. ...

市场观点与风格轮动 - 机构预计9月市场风格或在成长及均衡风格间进行轮动 [1] - A股市场近期调整主要源于获利了结压力 9月5日市场显著上扬收回部分跌幅 当前市场估值处于历史相对高位 市场博弈加剧 短期内市场或波动加剧 [13] - 本轮慢牛行情首次进入整理期 主要由于八月下旬以来市场交易过热 资金显著集中于TMT板块导致交易结构恶化 月初重要活动和美联储降息预期利好接近兑现导致风险偏好下降 统计显示慢牛背景下指数回调较为温和 整理期较长 呈现震荡修复趋势 [14] - 短期市场调整接近尾声 转为低斜率上行更加持续 调整后核心应对策略是拥抱低渗透率赛道 9月应继续围绕AI算力、固态电池、人形机器人、商业航天/卫星互联网展开 [14] 海外市场表现 - 美国股市高开低走 道指跌0.48%至45400.86点 标普500指数跌0.32%至6481.50点 纳指跌0.03%至21700.39点 [3][4] - 银行股跌幅居前 标普500银行股指数收跌2.4% 降息预期提振房地产板块 标普房地产指数上涨1% [4] - 大型科技股涨跌不一 谷歌涨逾1%续创历史新高 Meta小幅上涨 微软跌逾2.5% 亚马逊和奈飞跌超1% 苹果小幅回落 [4] - 特斯拉上涨超3.6% 公司为马斯克设计潜在价值达1万亿美元薪酬方案 前提条件包括特斯拉市值达到8.5万亿美元 [4] - 芯片股整体走强 博通收涨逾9.4%创新高 财报超预期并宣布与OpenAI合作批量生产自研AI芯片 美光科技涨逾5% 阿斯麦和台积电涨超3% 英伟达收跌近3% AMD大跌逾6% [4] - 中概股多数上涨 纳斯达克中国金龙指数收涨1.16% 房多多大涨超32% 百度与阿里巴巴涨逾3% 京东涨逾1% 蔚来跌超2% 理想汽车跌逾1% [4] - 美国8月非农就业岗位仅增加2.2万人 远低于预期的7.5万人 失业率升至4.3%创2021年以来最高 [4] 大宗商品市场 - 国际油价收低 WTI原油期货下跌1.61美元至每桶61.87美元跌幅2.54% 布伦特原油期货下跌1.49美元至每桶65.50美元跌幅2.22% [5] - COMEX黄金期货上涨46.60美元至3653.3美元/盎司涨幅1.29% 就业数据走弱强化降息预期推动金价刷新纪录 [5] 政策与监管动态 - 中国证监会对《开放式证券投资基金销售费用管理规定》进行修订并更名为《公开募集证券投资基金销售费用管理规定》 现向社会公开征求意见 主要内容包括合理调降公募基金认购费、申购费、销售服务费率水平 优化赎回安排 鼓励长期持有 设置差异化的尾随佣金支付比例上限 强化基金销售费用规范 建立基金行业机构投资者直销服务平台 [6] - 深圳市优化调整房地产政策措施 自2025年9月6日起施行 包括分区优化调整居民和企事业单位购买商品住房政策 优化调整个人住房信贷政策 [7] - 深圳市住房和建设局发布《深圳市住房公积金管理办法》和《深圳市住房公积金提取管理规定》修订征求意见稿 新增购房首付款提取等举措 [7] - 美国总统特朗普签署行政命令对进口关税范围进行调整 并落实与外国贸易伙伴的贸易与安全框架协议 [7] - 日本首相石破茂宣布决定辞去自民党总裁职务 在选出新总裁前将尽到自己的责任 [7] 宏观经济数据 - 中国8月末黄金储备7402万盎司 7月末为7396万盎司 为连续第10个月增持黄金 [8] - 中国8月末外汇储备规模为33222亿美元 较7月末上升299亿美元升幅0.91% [8] 公司动态 - 宁德时代在德国慕尼黑推出NP3.0技术平台并发布首款搭载该技术的磷酸铁锂动力电池产品神行Pro 该技术可实现热失控时不产生明火和烟雾避免二次事故 [9] - 贵州茅台控股股东茅台集团获农业银行27亿元贷款额度期限3年用途仅限增持公司股票 茅台集团拟6个月内通过集中竞价方式增持公司股票金额不低于30亿元且不高于33亿元 [10] - ST帕瓦及共同实控人之一张宝因涉嫌信披违法违规被证监会立案 张宝涉嫌职务侵占被公安机关立案侦查并被逮捕 [11] - 向日葵筹划以发行股份及/或支付现金方式收购漳州兮璞材料科技有限公司控股权及浙江贝得药业有限公司40%股权同时拟募集配套资金 预计构成重大资产重组不会导致公司实际控制人变更 股票自9月8日起停牌 [12] - ST步森拟向南通二纺机有限公司出售陕西步森35%股权 交易完成后不再持有陕西步森任何股权 采用现金方式 预计构成重大资产重组不涉及发行股份不构成重组上市不会导致控股股东和实际控制人变更 [13] 财经日历 - 中国8月贸易帐 [2] - 恒生指数系列季检成份股变动正式生效 [2] - 第二十五届中国国际投资贸易洽谈会于9月8日至11日在厦门举办 [2]