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小飛xiaofei
AMD 今晚盤後交財報，這次市場根本不看 Q3，看的是 Q4 的指引.....
市場預估這季營收約 131 億美元、EPS 1.94，比 AMD 自己給的 130 億還高一點，而且過去四季每季都打敗預期，所以光是「超預期」大概已經不夠了！？
我自己只盯資料中心那塊，市場抓大約 83 億，加上 MI450 出貨進度講得好不好，這兩個才是明天漲跌的關鍵，AMD 結果台灣時間週三清晨出來
#AMD財報前瞻：Helios AI系統商業化進展
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Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
