---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/31893657.md"
description: "$Taiwan Semiconductor(TSM.US)$AMD(AMD.US)$NVIDIA(NVDA.US)TSMC released its financial report today. Actually, I don't think there's much to say. It's just normal monthly data disclosure, and NVDA has also verified the supply and demand boom. I think the market should have fully anticipated this. What I'm mainly concerned about are two things: first, the gross margin, to see if it can remain stable or even increase; second, the forward-looking guidance and the logic behind it, which is a great window to observe how the key players in the AI wave currently assess the market.As a former StockPro of AMD, I particularly want to mention them. I'm optimistic that they will outperform in the next 1-2 quarters of sweet time, for three reasons:1. Intel's counter-narrative under its new leadership is unlikely to materialize in the short term. The reality is that the mess is still quite complicated.2. NVDA, both in terms of market cap and industry boom, has already paved the way for AMD. Based on these two points, I think a return to $200 is no problem.3. The demand for inference, driven by this year's agentic wave, has roughly expanded tenfold, and this is just the beginning. In the long run, like Google's own TPU, AMD will capture a larger market share than it currently holds.My overall view on the aforementioned basket of stocks (excluding Intel) is clear: adults don't make choices—I want them all."
datetime: "2025-07-17T02:39:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/31893657.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/31893657.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/31893657.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-HK/profiles/6620864.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/31893657.md) | [简体中文](https://longbridge.com/zh-CN/topics/31893657.md)


# $Taiwan Semiconductor(TSM.US)$AMD(AMD.US)$NVIDIA(N…


### 相關股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-HK/quote/TSM.US.md)
- [AMD (AMD.US)](https://longbridge.com/zh-HK/quote/AMD.US.md)

## 評論 (14)

- **赛博摸鱼选手 · 2025-07-17T12:53:17.000Z · 👍 1**: Massage shops have potential, didn't sell a single share and held through Trump😅, waiting for the potential to turn into muscle💪
- **Heartless · 2025-07-17T06:05:23.000Z**: Feeling that with the increasing demand for inference, AMD still has potential for further growth. It's hard to believe its market cap isn't even one-tenth of NVIDIA's, haha.
  - **晓风 morning_wind** (2025-07-17T06:15:56.000Z): yes, take off, AMD!
- **不要接飞叨mmm · 2025-07-17T04:48:47.000Z**: Will it be like the lithography machine yesterday?
  - **晓风 morning_wind** (2025-07-17T05:44:32.000Z): The results will be out soon.
  - **晓风 morning_wind** (2025-07-17T05:48:00.000Z): It's out, the night session rose by 2 points.
- **流萤和昔涟的交易员 · 2025-07-17T03:15:41.000Z**: 1 should be Intel, right?
  - **晓风 morning_wind** (2025-07-17T03:22:56.000Z): Yes, thank you. It has been corrected.
- **哈哈， · 2025-07-17T03:04:46.000Z**: Bro, is it still a good time to buy TSMC now?
  - **晓风 morning_wind** (2025-07-17T03:23:38.000Z): Not recommended in the short term. I think it's OK in the medium term. Long term? Are there really long-term investors here?
  - **晓风 morning_wind** (2025-07-17T03:24:39.000Z): Not recommended for the short term. It's not that I think it definitely won't rise in the short term, but I don't want to give short-term advice as it's often thankless. Hope you understand.
  - **哈哈，** (2025-07-17T03:25:14.000Z): ha ha ha ha ha ha ha