【美股】截至收盘，道指涨289.30点，涨幅为0.61%，报47716.42点；纳指涨151.00点，涨幅为0.65%， 报23365.69点；标普500指数涨36.48点，涨幅为0.54%，报6849.09点。英特尔(INTC.US)涨超10%，Meta Platforms(META.US)涨超2%，AMD(AMD.US)涨超1%。 【欧股】德国DAX30指数涨74.29点，涨幅0.31%，报23852.08点；英国富时100指数涨26.77点，涨幅 0.28%，报9720.70点；法国CAC40指数涨23.24点，涨幅0.29%，报8122.71点；欧洲斯托克50指数涨 16.98点，涨幅0.30%，报5670.15点；西班牙IBEX35指数涨12.65点，涨幅0.08%，报16374.45点；意大利 富时MIB指数涨161.13点，涨幅0.37%，报43381.00点。 【原油】纽约市场1月交割的WTI原油下跌0.2%，收于每桶58.55美元。2月布伦特原油下跌0.8%，收于 每桶62.38美元。据报道，美国总统特朗普上周与委内瑞拉领导人马杜罗通话，讨论了潜在会面事宜。 两国紧张局势缓和将大幅降低石油的 ...

Advanced Micro Devices, Inc. ( AMD ) released another impressive earnings report for Q3 at the beginning of November. During the quarter, its revenues increased by 36% year-over-year to $9.25 billion, while the non-GAAP EPS was up 30%, as theBears of Wall Street is a community of asset managers and traders who take a pragmatic approach to valuing companies. Bears of Wall Street provide unique research with a bearish sentiment on overvalued or weak companies with declining businesses and poor growth perspect ...

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Core Viewpoint - The narrative that AMD is the next Nvidia is misleading, as current financial metrics suggest AMD is overvalued compared to Nvidia [1][4]. Valuation Comparison - Nvidia trades at 38 times consensus earnings with a revenue growth rate exceeding 65%, while AMD trades at 55 times consensus 2025 earnings with a revenue growth rate of 32% [4]. - AMD's pricing is compared to a "champagne price for a beer budget," indicating that investors are paying a premium for AMD without corresponding performance [4]. Demand and Supply Analysis - The argument that AMD suffers from supply constraints is debunked; AMD's lower pricing indicates a demand issue rather than a supply problem [7]. - AMD's profit margins are significantly lower than Nvidia's, with AMD retaining about 24 cents per dollar compared to Nvidia's 65 cents, reflecting their different market positions [8]. Strategic Positioning - AMD should be viewed as a cost-effective alternative in the AI market rather than a direct competitor to Nvidia [9]. - The shift from AI training to inference is highlighted, where cost efficiency becomes crucial, making AMD's offerings more attractive for companies looking to reduce expenses [11][16]. Memory Capacity Advantage - AMD's MI300X chip offers a significant memory advantage, allowing companies to run large AI models on a single chip, which can lower total costs [10][13]. - This memory capacity is particularly relevant as companies transition from high-cost training to more cost-effective inference operations [11]. Market Dynamics - Big Tech companies are incentivizing AMD's survival to maintain competitive pressure on Nvidia, ensuring that they have an alternative supplier to mitigate Nvidia's pricing power [15]. - The need for a duopoly in the market is emphasized, as companies are not just investing in AMD's technology but also in the necessity of having multiple suppliers [15]. Conclusion - The recommendation is to invest in AMD not for its potential to outperform Nvidia but for its role as a cost-effective solution in the evolving AI landscape [16].

Economic data released on Wednesday showed that U.S. durable goods orders rose +0.5% m/m in September, in line with expectations, and core durable goods orders, which exclude transportation, rose +0.6% m/m, stronger than expectations of +0.2% m/m. Also, the number of Americans filing for initial jobless claims in the past week unexpectedly fell by -6K to a 7-month low of 216K, compared with the 226K expected. At the same time, the U.S. Chicago PMI fell to 36.3 in November, weaker than expectations of 44.3.I ...

Wedbush Securities Managing Director Dan Ives delivered a highly bullish forecast for the technology sector, declaring that the artificial intelligence (AI) revolution is firmly cemented in Nvidia Corp.‘s (NASDAQ:NVDA) growth. He bluntly stated that “At the end of the day, it’s Nvidia’s world, everyone else is paying rent.”Check out NVDA’s stock price here.Demand Outstrips Supply 12-to-1Speaking on Schwab Network’s ‘Watch List,’ Ives predicted that the current tech bull market has significant momentum remai ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

STRADVISION此前已与多家行业巨头展开合作，包括与地平线联合开发符合多国法规要求的ADAS解决方案，并在瑞萨电 子芯片中集成其SVNet软件。今年早些时候，STRADVISION与AMD也曾推出基于AMD芯片的自动驾驶感知方案，为本次 进一步合作奠定基础。业内人士认为，随着合作深入，双方在软件算法与算力平台之间的协同效应有望持续强化。 （文/罗叶馨梅）11月27日消息，AMD官方披露，将在明年初举行的CES 2026展会上，宣布与韩国自动驾驶视觉感知企业 STRADVISION达成新的合作。根据介绍，第二代AMD Versal AI Edge系列VEK385平台将能够运行STRADVISION的 MultiVision感知软件，面向车载感知与自动驾驶等场景推出联合解决方案。 此次合作的核心在于软硬一体化的适配：硬件侧基于第二代AMD Versal AI Edge自适应SoC，利用其确定性、低时延的计算 架构和车规级设计满足自动驾驶对实时性和安全性的要求；软件侧则由STRADVISION的SVNet和MultiVision视觉软件栈提 供支持，在同一平台上实现多摄像头环境下的目标识别与场景理解。 公开信 ...

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Core Viewpoint - Advanced Micro Devices (AMD) is experiencing significant growth, particularly in the AI sector, outperforming its rival Nvidia in stock performance this year [1][2][4]. Financial Performance - AMD's revenue grew by 36% year-over-year to $9.2 billion for the third quarter ending September 27, with earnings increasing by 61% to $1.2 billion [5][9]. - The company is projecting an annual revenue growth of over 35% for the next three to five years, with AI-related revenue in data centers expected to grow by over 80% annually during this period [6][9]. Market Position and Future Outlook - AMD's chips are gaining traction among leading AI companies, including OpenAI, which has entered a multi-year agreement to deploy up to 6 gigawatts of AMD GPUs and may acquire a 10% stake in the company [10]. - The stock has seen substantial gains this year, leading to elevated trading levels and high expectations for future performance [8][9].