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Nvidia's stock skyrocketed, AMD quietly smiled? The true winners of the AI battle may not be just one
If you could only choose one keyword in the past two years.
The answer must be AI.
And the most dazzling star in the AI track is undoubtedly Nvidia.
GPU, data centers, robots, autonomous driving.
Almost all popular stories can see its presence behind them.
But what's interesting is.
Whenever the market is crazy about Nvidia, AMD always quietly appears in the corner.
Like the low-key top student in the class.
Not grabbing the spotlight normally.
But always performing well in exams.
Many funds are starting to adopt a "double insurance" strategy.
Nvidia is responsible for offense.
AMD is responsible for filling in.
After all, there can't be only one winner in the AI era.
And laying out the two major chip giants simultaneously at Gate Square makes the operation very smooth.
For long-term investors,
More important than betting on the only champion,
is standing on the right track.
Because the biggest feature of technological revolutions is:
When the tide comes, first rise the leaders, then the entire industry chain.
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