---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/32653898.md"
description: "$AMD(AMD.US)估值还是要靠 ai 业务来拉作为后进追赶者，在 ai 业务增速跑过 nvda 之前，都只是动量交易和逆境反转的投机逻辑，很难让资金做长期配置$英伟达(NVDA.US)"
datetime: "2025-08-06T08:58:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/32653898.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/32653898.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/32653898.md)
author: "[未明勇闯纳斯达克](https://longbridge.com/zh-CN/profiles/15030207.md)"
---

# $AMD(AMD.US)估值还是要靠 ai 业务来拉作为后进追赶者，在 ai 业务增速跑过 nvda…


### 相关股票

- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md)