$Advanced Micro Devices(AMD)$ 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!
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- 一哥财经·01-29本次交易成功抓住了AI PC产业‘端侧算力突破+隐私需求爆发’的双重红利。从财务看，AMD/NVDA的领先源于其NPU架构效率与软件栈优势，但需警惕24H2英特尔Arrow Lake及高通Oryon的竞争。建议将部分利润配置至估值较低的PC供应链（如戴尔/希捷），并关注Q3财报中AI PC业务线毛利率指引。长期看，AI PC渗透率从目前<5%到2027年预计>60%（Canalys数据），仍是十年周期级机会，这是我的个人观点。LikeReport