Advanced Micro Devices, Inc. (NASDAQ: AMD ) stock is up over 45% since my “buy the dip” April call, and up another 24% since my buy recommendation in May .I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Dis ...

点击按钮▲立即报名 央行宣布8项重磅金融开放举措 6月18日，2025陆家嘴论坛开幕。本届论坛的主题为"全球经济变局中的金融开放合作与高质量发展"，中国人民银行行长潘功胜在致开幕词并主 题演讲时宣布了8项重磅金融政策。 具体包括，设立银行间市场交易报告库，设立数字人民币国际运营中心，设立个人征信机构，在上海临港新片区开展离岸贸易金融服务综合改革 试点，发展自贸离岸债，优化升级自由贸易账户功能，在上海"先行先试"结构性货币政策工具创新，会同证监会研究推进人民币外汇期货交易。 （央视新闻） ｜点评｜ 央行的8项举措，主要涵盖了金融监管、数字金融、跨境金融等方面，积极推动开放的信号明显，政策的创新性和针对性也有所加强。 当前外贸形势较为复杂，央行不断拓宽人民币跨境贸易的融资渠道，用再贴现等工具支持进出口企业，能够将资金更精准地输送到企业手中。 同时，设立数字人民币国际运营中心，拓展跨境支付场景，也能进一步推动人民币国际化进程，助力上海的国际金融中心建设。 6月18日，A股三大指数小幅收涨，军工板块涨幅居前。截至收盘，航空航天ETF（159227）涨幅1.17%，在全市场军工类ETF中涨幅居前。持 仓股长城军工涨停， ...

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Core Insights - AMD stock surged over 8% following analyst upgrades and positive feedback from the Advancing AI event, with a total appreciation of approximately 60% since April [2] AI Tech Developments - AMD introduced the MI350 series accelerators, promising four times the AI compute power of the previous generation, with plans to launch in the latter half of the year [3] - The company showcased upcoming MI400/450 chips, aiming to compete directly with Nvidia by enhancing both hardware and software capabilities [3] - AMD acquired Brium, a startup focused on compiler and AI software optimization, to strengthen its AI offerings [3] Strategic Acquisitions - AMD's acquisition of Enosemi, which specializes in silicon photonics, aims to improve data transmission efficiency as AI models expand [4] - The open-source ROCm software stack may provide AMD a competitive edge over Nvidia's proprietary CUDA ecosystem, offering flexibility and cost-effectiveness [4] Market Opportunities - The AI boom, driven by large models like OpenAI's GPT-4o, is increasing demand for AMD's products, as enterprises seek to diversify chip suppliers beyond Nvidia [5] - AMD secured a $10 billion partnership with Saudi-backed AI firm Humain for CPUs, GPUs, and software to build data centers and AI infrastructure [5] - Collaborations with major AI model developers, including Meta, Microsoft, and OpenAI, position AMD favorably in the market [6] Stock Performance - AMD's stock performance has been volatile over the past four years, with annual returns of 57% in 2021, -55% in 2022, 128% in 2023, and -18% in 2024 [7]

*Stock prices used were the after-market prices of June 16, 2025. The video was published on June 16, 2025. In today's video, I discuss recent updates impacting Advanced Micro Devices (AMD 0.66%) and other artificial intelligence (AI) stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. ...

这是属于中国创投的新纪元。当下的中国创投市场，既是周期筑底的转折点，也是结构性转型的深化期。在政策主导、国资与资本高度集中的新 生态下，唯有顺应趋势、灵活调整，方能在不确定性中捕捉确定性机遇。 6月11-12日，杭州良渚文化艺术中心，36氪WAVES新浪潮2025大会以「新纪元」为主题，汇聚创投领域顶级投资人、新锐企业创始人，以及深 耕科技、创新、商业的科学家、创作者与学者，共同探讨AI技术革新、全球化浪潮与价值重估等前沿议题，拆解他们眼中的商业理想和未来世 界，一起讨论、寻找、走向中国创投「新纪元」。 6月11日下午，在投资人会场举行了一场AI应用趋势的破界对话，参与讨论的嘉宾有戴盟（深圳）机器人创始人&首席执行官段江哗、Zadig创始人李倩、葱 花投研创始人徐翀、AMD大中华区AI市场营销负责人昝仲阳、ChatExcel创始人&CEO逄大嵬以及主持人华泰创新投资总经理晋海博。 圆桌现场 以下是对话实录，经36氪整理—— 晋海博：非常感谢各位的聆听，下面先由我做自我介绍，再请各位依次介绍。我们华泰创新投资是华泰证券的自有资金股权投资平台，开展科技投资已有五 年。今年特别推出了华泰创星CEO全球加速营计划，邀 ...

为此，CDNA 4 在很大程度上采用了与 CDNA 3 相同的系统级架构。它采用大规模芯片组设置，与 AMD 在 CPU 产品中成功运用芯片组的做法类似。加速器计算芯片（XCD）包含 CDNA 计算单元， 其作用类似于 AMD CPU 产品上的核心复合芯片 (CCD)。八个 XCD 位于四个基础芯片之上，这些 基础芯片实现了 256 MB 的内存侧缓存。AMD 的 Infinity Fabric 技术可在整个系统中提供一致的内 存访问，并可跨越多个芯片。 | | MI355X, CDNA 4 | MI300X, CDNA 3 | Nvidia B200 (Blackwell) | | --- | --- | --- | --- | | Clock Speed | 2.4 GHz | 2.1 GHz | 1.965 GHz | | Process Node | TSMC N3P (Compute Dies) | TSMC 5nm (Compute Dies) | TSMC 4NP | | | TSMC 6nm (Base Dies) | TSMC 6nm (Base Dies) | | | Cores Per ...

Group 1 - President Xi Jinping attended the second China-Central Asia Summit, emphasizing the need for pragmatic cooperation to promote high-quality development of the Belt and Road Initiative and build a China-Central Asia community of shared destiny. During the summit, a permanent friendly cooperation treaty was signed with the five Central Asian countries, along with 12 cooperation documents covering various fields such as trade facilitation and green mining [2] - The 2025 Lujiazui Forum will be held from June 18 to 19, focusing on "Financial Openness and Cooperation in the Global Economic Change and High-Quality Development." Key financial management officials will deliver speeches, and significant financial policies will be announced during the forum [2] - The Israeli attack on Iran has escalated military conflicts, posing serious security risks to local residents. The Chinese Ministry of Foreign Affairs is coordinating efforts to ensure the safety of Chinese citizens in Iran and Israel [3] Group 2 - The State-owned Assets Supervision and Administration Commission (SASAC) has deployed measures to deepen the reform of state-owned enterprises, emphasizing the importance of technological and industrial innovation, as well as the integration of both [4] - The A-share market showed narrow fluctuations with a mixed performance among popular sectors. The Shanghai Composite Index closed down 0.04% at 3387.4 points, while the Shenzhen Component Index and the ChiNext Index also saw slight declines. The market turnover was 1.24 trillion yuan [5] - The Hong Kong Stock Exchange CEO stated that the market can accommodate the return of Chinese concept stocks, with significant net inflows from southbound funds this year, exceeding 690 billion Hong Kong dollars, marking a historical high [6] Group 3 - The domestic retail prices of refined oil have been raised for the fifth time this year, with gasoline and diesel prices increasing by 260 yuan and 255 yuan per ton, respectively [10] - The recent meeting on pig production management proposed a reduction of approximately 1 million sows, bringing the total to around 39.5 million [10] - The first humanoid robot industry chain exhibition in China will be held on June 20 in Hangzhou, showcasing advanced technologies and applications in the robotics sector [10] Group 4 - The U.S. Senate has passed a stablecoin regulatory bill, which may position stablecoins as "shadow market makers" for sovereign currencies, potentially influencing global interest rates and maintaining the dollar's dominance [11] - JD Group's chairman expressed the company's intention to apply for stablecoin licenses in major currency countries to significantly reduce cross-border payment costs [11] - Rokid announced the launch of smart glasses with integrated payment functionality, marking a significant advancement in wearable technology [12] Group 5 - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.7% and the S&P 500 down 0.84%, amid concerns over the escalating conflict in the Middle East and weak consumer spending [17] - European stock indices also closed lower, driven by geopolitical risks from the Israel-Iran conflict and worries about the global economic outlook [17] - Global hedge funds increased trading volumes in Asian markets, particularly buying stocks in Japan and Hong Kong while shorting Chinese A-shares [18]

Core Viewpoint - Advanced Micro Devices, Inc. (AMD) shares have recently surged, closing 9% higher on Monday, as investors begin to recognize the potential for AMD to outperform industry leader Nvidia (NVDA) [1] Company Summary - AMD's stock performance indicates growing investor confidence, suggesting a shift in market perception towards its competitive position against Nvidia [1] Industry Summary - The semiconductor industry is witnessing a competitive landscape where AMD is gaining traction, potentially challenging the dominance of Nvidia [1]

Microsoft announced a strategic, multi-year agreement with AMD to co-engineer silicon across a portfolio of devices, including the next-generation Xbox consoles. The company said it will deliver deeper visual quality, immersive gameplay, and AI-powered experiences — grounded in a platform designed for players, not tied to a single store or device, and fully compatible with your existing Xbox game library, said Sarah Bond, president of Xbox. It’s no surprise, considering AMD has also partnered with Xbox on t ...