AMD 最近领涨芯片股，是否会冲击 140 美元

Lately, I’ve been seeing AMD once again leading gains among chip stocks, and to be honest, I’m becoming increasingly bullish on its potential to push past the $140 mark. As a regular retail investor, I’ve been tracking AMD’s development over the past few months ，especially its moves in AI chips and the data center space.

Sure, Nvidia still dominates the headlines, but AMD’s MI300 series is already being adopted by major players like Microsoft, Google, and Oracle. This isn’t just hype，it’s real commercial traction. Plus, AMD’s performance in AI inference is getting more attention for its efficiency and value, and several institutions are starting to take note. Both Citigroup and Goldman Sachs have recently raised their price targets above $140.

Looking at the broader semiconductor sector, we’re seeing capital rotation from “AI leaders” to second-tier names with breakout potential，AMD is perfectly positioned here. It doesn’t have the overextended rally or lofty valuation of Nvidia, but it’s also not just a speculative AI name with no real revenue to back it up. What makes AMD stand out right now is its clear messaging around AI-driven growth in the second half of the year, and that aligns well with its MI300 ramp-up timeline.

Last quarter’s earnings report already showed promising signs，data center revenue is rebounding year-over-year, and that trend looks like it could accelerate in upcoming quarters. From an industry perspective, we’re still deep in the buildout phase of AI infrastructure. Suppliers like TSMC and server partners like Supermicro are all ramping up, which tells me the ecosystem is still gaining momentum. AMD might not have been the first one to take off in the AI race, but it’s in a great spot to capture the second wave of growth.

Also, AMD has its consumer CPU and GPU businesses to provide stable cash flow, which makes it more resilient than companies that rely entirely on AI hype.

And finally, from a technical standpoint, the $120 level，previously strong resistance，has now turned into support. We’ve also seen a noticeable uptick in inflows, especially with ETFs increasing their holdings, which suggests institutions are starting to rebuild positions. So from where I stand, assuming there’s no major downturn in the broader market and tech continues to hold up, AMD has a solid shot at testing or even breaking above $140 around its next earnings report.

Of course, this is just my perspective as a retail investor. The market can change at any time, so risk management and position sizing are key. But right now, AMD looks like a high-quality play with fundamentals, technicals, and sentiment all lining up.

$AMD(AMD.US)