Schwab Network发布 2026-09-25
《Mark Gibbens on AMD, ARM, INTC Emerging as AI Leaders; HPQ "Margin Story"》
$ARM看涨
在云端与本地AI部署两种场景下，ARM都被视为CPU领域的赢家而更受青睐。
但我们更看好 AMD、Intel 和 Arm Holdings 这样的公司，因为当你考虑这项技术如何部署时，无论 AI 是在云端开发，还是在像 HPQ 这样的 PC 上本地开发，两种情况里 CPU 都会是赢家，对吧？
but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?
是 AMD、ARM 和 Intel，这就是我们的持仓。
It's AMD, ARM, and Intel, that's our position.