#AGI AMD 預測樂觀但股價仍跌，主因為未能交代在中國市場的未來動向。儘管 AI 晶片需求強勁，AMD 對 Instinct MI308 在中國的銷售仍保持觀望態度，引發市場不安。這凸顯了地緣政治與監管風險，如何影響科技企業在 AI 熱潮下的布局。
AMD shares fell despite an upbeat AI forecast, due to uncertainty around sales in China—a key market for its Instinct MI308 chips. While demand for AI processors remains solid, the lack of clarity on Chinese market access highlights the geopolitical friction tech firms face, even amid strong growth.
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Full article https://www.bloomberg.com/news/articles/2025-08-05/amd-gives-solid-forecast-showing-strength-of-demand-for-ai