Post
赚麻
AMD周五砸约10.9%收504.8，周二盘后财报我先不接刀
看见了：周五收504.80，单日约-10.9%，没有AMD自家新闻，是Intel指引砸穿连带整个芯片。
公司Q3指引营收约130亿刀±3亿，非GAAP毛利率约56%，共识几乎贴着中位。
从10/6高点约649回撤约22%；Helios机柜Meta说已装机测试，Q4指引才是真考点。
我觉得：这波更像行业误伤定价，不是AMD自己爆雷；但AI开支回报质疑还在，观察不追。
站稳看周二盘后Q4指引和Helios措辞；跌破约480或指引明显缩，这观察就失效。
你更信Helios能把Q4带走，还是PC软需求还会二次杀？
$AMD $NVDA $SMH
#美股 #AMD财报
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