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AMD股价破纪录:已两倍于Intel、达历史新高

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  • 2021-08-05
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7月28日发布亮眼的财报后,AMD的股价正一路飙升。

财报发布次日,AMD股价以97.93美元的价格收盘,8月3日收盘价冲到了112.56美元,美股8月4日收盘,AMD股价以118.77美元收官,盘中一度触及119美元。

雅虎方面认为,AMD的股价仍被低估。

虽然AMD当前的股价已经两倍于Intel,但仍只有另一竞争对手NVIDIA的一半。

有市场分析人士认为,NVIDIA收购ARM的交易目前阻碍重重,英国审查机构已经提出了国家安全担忧,中国方面延期,欧盟也没有实质进展。这个不利因素,增强了投资者对AMD的信心。

另外,芯片缺货对Intel的影像似乎也高于AMD,况且后者正在蚕食服务器市场这一高价值客户领域的份额,对AMD同样是利好。

简单回溯下,2016年末的时候,也就是Zen架构、锐龙处理器诞生前,AMD最低谷的时刻,股价只有7美元。

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