$Advanced Micro Devices(AMD)$

2025-12-22

$Advanced Micro Devices(AMD)$ Intel $Intel(INTC)$ , AMD, Qualcomm $Qualcomm(QCOM)$ , and a bunch of PC makers are rolling out next-gen AI PCs. It’s not just a hardware upgrade—these machines bring large-model AI to your device for real-time, private, and personalized AI assistants . Riding this wave of upgrades and scored some profit, feeling pretty good!

Winning Trades

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

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一哥.
01-29
一哥.
本次交易成功抓住了AI PC產業‘端側算力突破+隱私需求爆發’的雙重紅利。從財務看，AMD/NVDA的領先源於其NPU架構效率與軟件棧優勢，但需警惕24H2英特爾Arrow Lake及高通Oryon的競爭。建議將部分利潤配置至估值較低的PC供應鏈（如戴爾/希捷），並關注Q3財報中AI PC業務線毛利率指引。長期看，AI PC滲透率從目前<5%到2027年預計>60%（Canalys數據），仍是十年週期級機會，這是我的個人觀點。

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