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Key Points AMD's revenue was up 36% last quarter, which is a big improvement from a year ago. CEO Lisa Su expects the business will grow by at least 35% annually over the next several years. The stock's rich valuation looks much more modest when viewing AMD's long-term outlook. 10 stocks we like better than Advanced Micro Devices › Advanced Micro Devices (NASDAQ: AMD), which investors better know as just AMD, is one of the top chipmakers in the world. While it's often seen as a distant second to N ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【阿里巴巴发布夸克 AI 眼镜，将内置千问助手】 11 月 27 日，首个搭载千问助手的智能硬件夸克 AI 眼镜正式发布。阿里巴巴集团副总裁吴嘉 表示，夸克 AI 眼镜让千问更充分地连接物理世界，千问将继续向更多智能终端延展。目前， 夸克 AI 眼镜搭载的千问助手已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态 核心场景，初步具备了在物理世界辅助用户、帮用户办事的能力。 AI 企业无问芯穹宣布完成近 5 亿元 A+ 轮融资。由珠海科技集团、孚腾资本（元创未来基 金）领投，惠远资本、尚颀资本和弘晖基金跟投，老股东洪泰基金、达晨财智、尚势资本 & 海棠基金、联想创投、君联资本、申万宏源、徐汇科创投、元智未来持续追投。 【韩国政府与三星、现代等成立 AI 工作组】 在上个月英伟达宣布将向韩国供应 26 万个 GPU 之后，本周四，韩国政府与三星电子、现代 汽车集团以及其他企 ...

Artificial intelligence (AI) stocks have sold off significantly over the past 30 days, and while some names remain overvalued, several appear to be bargains for long-term investors.Wall Street loves to panic. Over the past 30 days, artificial intelligence (AI) stocks have endured a brutal correction as investors suddenly remembered that valuations matter.But here's what the fearful crowd is missing: The infrastructure buildout powering AI is accelerating, not slowing. For long-term investors willing to buy ...

In this article, we will take a look at the 10 AI Stocks Analysts Are Betting On.The artificial intelligence trade remains intact in the US equity markets. It is a stance echoed on Wall Street despite growing concerns over a potential bubble amid premium valuations. Kiran Ganesh, multi-asset strategist at UBS, insists the broader narrative around AI remains intact despite the recent pullbacks. “We’ve had a remarkably smooth rally given the scale of investment that’s taken place, given the uncertainty about ...

Core Insights - The global AI server shipments are expected to grow by over 20% year-on-year in 2026, driven by increased capital expenditure from North American CSPs and the rise of sovereign cloud initiatives [1][2] - The competition in the AI chip market is intensifying, with companies like AMD and various Chinese firms enhancing their self-developed ASIC capabilities, challenging NVIDIA's dominance [1][2] Group 1: AI Chip and Cooling Technologies - The thermal design power (TDP) of AI chips is projected to rise from 700W for NVIDIA's H100 and H200 to over 1,000W for upcoming models, necessitating liquid cooling systems in server cabinets, with a forecasted penetration rate of 47% for liquid cooling in AI chips by 2026 [2] - Microsoft is introducing new microfluidic cooling technologies for next-generation chip packaging, while the market is expected to transition from liquid-to-air (L2A) to liquid-to-liquid (L2L) cooling designs [2] Group 2: Memory and Data Transfer Innovations - HBM and optical communication technologies are becoming critical for overcoming bandwidth limitations in AI computing, with HBM4 expected to enhance I/O bandwidth and local bandwidth for AI chips [3][4] - The introduction of 800G/1.6T pluggable optical modules is underway, with expectations for higher bandwidth SiPh/CPO platforms to be integrated into AI switches starting in 2026 [4] Group 3: NAND Flash and Storage Solutions - NAND Flash suppliers are accelerating the development of specialized solutions to address the performance gap in AI training and inference workloads, including storage-class memory (SCM) SSDs and Nearline QLC SSDs [5][6] - QLC technology is anticipated to achieve a 30% market penetration in enterprise SSDs by 2026, significantly reducing the cost of storing large AI datasets [6] Group 4: Energy Storage Systems - AI data centers are evolving towards large-scale clusters, with energy storage systems transitioning from emergency backup to core energy solutions, expected to grow from 15.7 GWh in 2024 to 216.8 GWh by 2030, reflecting a CAGR of 46.1% [7] - North America is projected to become the largest market for AI data center energy storage, driven by major cloud providers [7] Group 5: Power Infrastructure and Semiconductor Demand - Data centers are shifting to 800V HVDC architectures to enhance efficiency and reliability, with third-generation semiconductors (SiC/GaN) expected to penetrate 17% of data center power supply by 2026 [8] Group 6: Advanced Semiconductor Technologies - The transition to 2nm GAAFET technology is underway, emphasizing higher transistor density and heterogeneous integration to meet the demands of AI applications [9] Group 7: Humanoid Robots and Market Growth - The global shipment of humanoid robots is projected to increase by over 700% in 2026, focusing on AI adaptability and application-specific designs [10][11] Group 8: Display Technology Advancements - OLED technology is set to accelerate in laptops, with Apple expected to introduce OLED panels in MacBook Pro by 2026, leading to a significant increase in OLED penetration in the laptop market [12][13] Group 9: Autonomous Driving and Robotaxi Expansion - The penetration rate of L2 and above advanced driver-assistance systems is expected to exceed 40% by 2026, with Robotaxi services expanding globally beyond just China and the US [15]

11月26日，美股盘中拉升，纳指一度涨超1%。 市场持续关注可能影响美联储下次利率决策的催化因素。 周三公布的经济数据方面，美国上周首次失业救济人数降至21.6万低于预期。美联储周三公布的经济景 气状况褐皮书报告显示，近几周美国经济活动变化不大，但整体消费者支出进一步下滑，高端消费者例 外。 褐皮书调查报告显示，就业略有下降，价格温和上涨。 分析称，美联储官员要到12月议息会议之后才能获得10月和11月的大部分劳动力市场和通胀数据。 截至收盘，美股三大指数集体上涨，道琼斯指数涨0.67%，标普500指数涨0.69%，纳斯达克综合指数涨 0.82%。 科技股普涨，甲骨文涨超4%，AMD涨超3%，英伟达、特斯拉、奈飞、微软涨超1%。博通涨超3%，创 历史新高。 纳斯达克中国金龙指数收跌0.03%。热门中概股走势分化，哔哩哔哩、小鹏汽车跌超2%，百度跌1.3%， 拼多多涨1.58%，京东、阿里巴巴小幅上涨。 欧洲主要股指集体收涨，欧洲斯托克50指数涨近1.5%，英国富时100指数涨超0.8%，法国CAC40指数涨 0.88%，德国DAX30指数涨约1%，富时意大利MIB指数涨1.01%。 周三国际金价走高，现货黄金 ...

Market Performance - US stock market opened high and closed higher, with all three major indices rising for four consecutive days [1] - Dow Jones increased by 0.67% to 47,427.12 points, S&P 500 rose by 0.69% to 6,812.61 points, and Nasdaq Composite climbed by 0.82% to 23,214.69 points [1] - Market volatility eased, with the S&P 500 volatility index (VIX) dropping approximately 35% over four days, marking the largest decline since mid-April [1] Technology Sector - Mixed performance among large tech stocks: Nvidia up 1.37%, Apple up 0.21%, Google C down 1.04%, Microsoft up 1.78%, Amazon down 0.22%, Broadcom up 3.26%, Meta down 0.41%, and Tesla up 1.71% [1] - Philadelphia Semiconductor Index rose by 2.76%, with all 30 component stocks closing higher [1] - Notable gains in semiconductor stocks: Teradyne up 6.98%, Marvell Technology up 5.14%, AMD up 3.93%, ASML up 3.76%, and Micron Technology up 2.55% [1] Chinese Stocks - Nasdaq Golden Dragon China Index slightly declined by 0.03% [2] - Most popular Chinese stocks saw gains: Vipshop up 2.54%, Pinduoduo up 1.58%, JD.com up 0.96%, Li Auto up 0.6%, New Oriental up 0.39%, and Alibaba up 0.38% [2] - Declines were noted in some Chinese stocks: Hesai down 7.37%, Tencent Music down 2.33%, Xpeng down 2.22%, Baidu down 1.31%, and NIO down 0.73% [3]

My position in Advanced Micro Devices, Inc. ( AMD ) dates from the beginning of March. With the stock at $99, I saw it undervalued. Combined with an interesting growth ahead, fueled especially by their Data Center"Fundamental Options" would be the title of my investing style, because I combine fundamental analysis with the power of options. I use Fundamental Analysis to quantitatively and qualitatively assess individual stocks and ETFs, and I pursue various strategies: Income oriented, especially BDCs, but ...

Core Insights - Advanced Micro Devices, Inc. (AMD) is perceived as undervalued at a stock price of $99, with promising growth prospects primarily driven by its Data Center segment [1] Investment Strategy - The investment approach combines fundamental analysis with options trading, focusing on various strategies including income-oriented investments, growth at a reasonable price, deep value, and dividend aristocrats [1] - The company employs 20-25 options strategies for purposes such as hedging, bullish substitutes, neutral trades, trading volatility, and earnings-related trades [1] Teaching and Community Engagement - The company has a passion for teaching and has previously engaged in both formal and informal educational roles, including authoring a free local investing newsletter [1]