cpu 分析 mark
CPU 分化已经开始：AMD/INTC/ARM 谁能在叙事里真正跑出来
之前两篇关于 CPU 的深度研报，我给出的核心结论是 CPU 会从充足变稀缺、成为 AI 周期下一条主线。现在三家 CPU 相关的公司财报都已经出来了，三家的产品周期、客户结构、现金流质量已经走到了完全不同的岔路口。这篇文章就专门拆解这场分化，回答大家都关心的问题：接下来 12-24 个月，谁能在 CPU 的宏大叙事里真正跑出来？ARM 这次财报后单日大跌 6%+ 就是最好的提醒：三家的故事虽然都贴着"AI CPU"的标签...
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