AMD(US:AMD) Xin Lang Cai Jing·2025-08-29 22:59Group 1 - AMD's stock price fell by 3.53% on August 29, attributed to heightened sensitivity among investors towards technology stocks amid the tense US-China trade environment [1] - The US government has adjusted its tariff policies, increasing pressure on companies like AMD, which has international operations, making it difficult for them to avoid the impacts of these changes [1] - The US government is not only imposing tariffs on imports but also applying additional pressure on exports, requiring companies like AMD to pay a portion of their revenue to export products to China, which could affect overall profitability [1] Group 2 - Agreements between the US government and tech companies, such as Intel, indicate increasing government intervention in the semiconductor industry, which may compel AMD to develop new strategies to maintain market competitiveness [2] - Investors are advised to remain cautious regarding AMD, focusing on global macroeconomic conditions and the future trajectory of US-China relations, as these factors are crucial for the company's performance [2] - It is recommended for investors to diversify their investments in technology stocks to mitigate risks associated with policy changes and global economic dynamics [2]