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Yuvi.
$AMD，AI行情回暖后，市场接下来会看总需求还是份额变化？纳指周一上涨约1.2%，科技成长风格获得资金支持；但芯片公司的持续重估仍需要产品竞争力、客户扩展和毛利率证明。若AI收入增长且份额提升，我会看好盈利弹性；若订单集中或毛利承压，板块上涨可能只来自情绪。
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