Advanced Micro Devices (NASDAQ: AMD stock) tumbled on Thursday, dropping nearly 3% to $204.53 as investors rotated out of the semiconductor giant following its CES product showcase. The decline reflec... ...

2026年CES展前夜，英伟达发布了新一代AI计算平台Vera Rubin，这是一场颠覆性的技术发布，直接改 变了AI行业的游戏规则，而AMD则直接祭出MI455X GPU等新品，与英伟达正面硬刚。 这场"苏黄之争"背后是AI芯片市场的激烈竞争——英伟达曾占80%份额，但AMD凭借MI300系列加速器 快速扩张。AMD这次全栈布局甚猛，而英伟达的Rubin平台则主打推理成本降90%，这场技术交锋不仅 关乎市场份额，更牵动着全球AI产业的未来走向。 下一站是物理AI 当地时间1月5日下午，英伟达创始人兼CEO黄仁勋在聚光灯下弯下膝盖，陪着一对可爱的BDX机器人 观看大屏幕上播放的荒漠探险视频，宛如一位慈祥的老父亲。 这是英伟达在美国拉斯维加斯一家酒店剧场举行的发布会场景。这家被视为AI时代"卖铲人"的公司选择 在CES 2026开幕前举行了这场含金量超高的发布会，其意味不言而喻。 黄仁勋在新年的首场重磅演讲中畅谈AI未来，介绍英伟达解决方案如何驱动汽车、游戏、内容创作、 智能体AI、物理AI与机器人技术领域的创新发展。这场约90分钟的演讲不仅定义了下一阶段AI发展的 核心方向，更揭示了其对全球制造业、物流业乃至 ...

作为一年一度的国际科技盛会，CES不仅是科技巨头发布产品的核心舞台，更是洞察未来技术趋势、把 握产业机遇的重要窗口。 1月6日至9日，国际消费电子展（CES 2026）在美国拉斯维加斯举行。据了解，本次大会参展商超过 4100家，观众预计突破15万人。 AI眼镜成热门品类 智能眼镜是今年CES的热门品类之一，多家AI+AR眼镜厂商集中亮相。有专家预测，2026年，配备全息 显示屏的智能眼镜将成为真正意义上的大众产品。 在CES 2026上，雷鸟创新、影目、闪极、乐奇ROKID、微光科技等企业带来智能眼镜领域的最新产 品。 "下一部手机，何必是手机。"这是雷鸟创新首款eSlM智能眼镜的海报官宣语。在CES 2026上，雷鸟首 次以真机形态展示X3 Pro Project eSlM。 据介绍，该款眼镜在仅比X3 Pro增重2克的机身中集成了eSIM通信模块与4G协议支持，在几乎无感的佩 戴体验下，让AR眼镜真正告别对手机的依赖。 跨界玩家极米也带来了一款智能眼镜。作为国内投影仪龙头企业的极米（XGIMI），在CES 2026上正 式发布旗下AR眼镜品牌MemoMind，并推出首款搭载Micro LED双目显示方案 ...

Key Points AMD stock is up over 60% in the past 12 months. Broadcom is a vital player in AI infrastructure. 10 stocks we like better than Advanced Micro Devices › It's going to be a knock-down, drag-out fight to capture segments of the growing hardware market in data centers, artificial intelligence (AI), and cloud computing. Two of the heavyweights competing for market share in the AI chip space are Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD). But which one offers its sharehol ...

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智通财经APP获悉，周四，芯片概念股全线走低，截至发稿，英伟达(NVDA.US)跌超1.7%， AMD(AMD.US)跌超2%，美光科技(MU.US)跌2.8%，甲骨文(ORCL.US)跌超3%，博通(AVGO.US)跌超 2.9%，阿斯麦(ASML.US)跌超2.8%。 ...

Group 1 - Advanced Micro Devices, Inc. (AMD) is highlighted as a key investment opportunity in the AI sector, particularly in the server CPU market, supported by positive trends in the chip supply chain and AI market revitalization [1][2] - Micron Technology's optimistic outlook on server unit shipments, which are expected to grow in the high teens percentage year-on-year, aligns with AMD's growth strategy, indicating strong demand despite rising DRAM prices [2][3] - AMD's total addressable market (TAM) for server CPUs is projected to double to $60 billion by 2030, with the company aiming to increase its market share from 40% to 50% [3] Group 2 - Truist has adjusted its price target for AMD from $279 to $277 while maintaining a Buy rating, reflecting a broader review of semiconductor and AI stocks amid anticipated near-term challenges in the AI sector [4] - The lead analyst at Truist, William Stein, remains optimistic about AMD and other AI infrastructure semiconductor stocks, suggesting they are undervalued relative to their growth potential [4]

In today's rapidly changing and fiercely competitive business landscape, it is vital for investors and industry enthusiasts to carefully evaluate companies. In this article, we will perform a comprehensive industry comparison, evaluating Micron Technology (NASDAQ:MU) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's ...

In today's fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies before making investment decisions. In this article, we will conduct a comprehensive industry comparison, evaluating Advanced Micro Devices (NASDAQ:AMD) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and ...

I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years.A bit about how I approach research and coverage of a stock:I build ...