半导体巨头，狂飙！

Core Viewpoint - Investment in computing power is described as a "correct gamble" by AMD's CEO, Lisa Su, who anticipates a 35% revenue growth for the company over the next 3 to 5 years, leading to a significant stock price increase of 10.94% at one point [3][12][16]. AMD Insights - AMD's stock surged by 10.94%, closing at $258.89 per share, with a trading volume of $27.809 billion [13][15]. - The company expects substantial revenue growth driven by the increasing demand for AI chips, with a projected market share gain in the data center AI chip sector [16]. - Lisa Su emphasized that the investments in computing power will accelerate innovation and dismissed concerns regarding the high capital expenditures of tech giants [16]. Market Context - The broader U.S. stock market showed mixed results, with the Dow Jones reaching a new closing high, while the Nasdaq saw a decline [6][10]. - Concerns about the sustainability of tech companies' capital expenditures have led to volatility in tech stocks, with discussions around the "AI bubble" resurfacing [16]. - The performance of Chinese concept stocks was predominantly negative, with significant declines in companies like Tencent Music and Century Internet [10][12]. Precious Metals Market - International precious metals futures saw a general increase, with COMEX gold futures rising by 2.07% to $4201.4 per ounce and silver futures increasing by 4.90% to $53.23 per ounce [18][19]. - The market's focus on geopolitical risks and macroeconomic uncertainties, including differing views within the Federal Reserve on monetary policy, is influencing investment sentiment towards precious metals [20].