This story was originally featured on Fortune.com
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他表示，定价的核心在于三件事，增长有无可复制的路径，利润和现金流是否足够干净，竞争格局是否足够稳定。“能把这三件事讲清楚的消费公司，在港股现在的定价框架里会更接近成长股，而不是传统消费股。”
That changes today, at least a little: AMD is announcing its first three Ryzen AI chips for desktops using its AM5 CPU socket. These Ryzen AI 400-series CPUs are direct replacements for the Ryzen 8000G processors, rather than the Ryzen 9000-series, and they combine Zen 5-based CPU cores, RDNA 3.5 GPU cores, and an NPU capable of 50 trillion operations per second (TOPS). This makes them AMD’s first desktop chips to qualify for Microsoft’s Copilot+ PC label, which enables a handful of unique Windows 11 features like Recall and Click to Do.