AMD 超微 · AMD

別名

繁中

超微 / 超微半導體

English

AMD / Advanced Micro Devices

近 30 日相關文章（30）

• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
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• Meet OmniVoice Studio: A Local, Open-Source Alternative to ElevenLabs · 2026-05-26 · Marktechpost AI
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Cathie Wood’s weekly update: Heavy buying in Bullish and Cerebras funded by sharp trims in Roku and AMD · 2026-05-25 · Seeking Alpha 市場要聞（免費 RSS）
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• Qualcomm, AMD lead AI and chip stocks higher · 2026-05-22 · Seeking Alpha 市場要聞（免費 RSS）
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• AMD ramps up Taiwan production capacity amid CPU demand surge · 2026-05-22 · Seeking Alpha 市場要聞（免費 RSS）
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Robin (it’s happening) · 2026-05-21 · Marginal Revolution (Cowen / Tabarrok)
• AI Dev 26 x SF | Eda Zhou & Mahdi Ghodsi: Building Personal AI Agents with Open Source Models · 2026-05-20 · YT · Andrew Ng (DeepLearning.AI / Coursera)
• SA analyst upgrades/downgrades: TSLA, AMD, HR, CRWV · 2026-05-20 · Seeking Alpha 市場要聞（免費 RSS）
• Micron, Nvidia, AMD climb as Samsung strike risk threatens chip supply · 2026-05-20 · Seeking Alpha 市場要聞（免費 RSS）
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson

歷次 thesis 中的出現

尚未在任一 thesis 的 longs/shorts/watch 中出現。