基金经理David Tepper在2025年12月的投资组合中加入了AMD, 反映出投资者对芯片制造者的信心在AI需求不断增长的情况下不断增强。 Hedge fund manager David Tepper added AMD to his portfolio in December 2025, reflecting growing investor confidence in the chipmaker amid rising AI demand.

截至2025年12月31日,对冲基金经理David Tepper在其投资组合中增加了先进微量设备(AMD),突出显示投资者对半导体公司的兴趣日益增加。 As of December 31, 2025, hedge fund manager David Tepper has added Advanced Micro Devices (AMD) to his investment portfolio, highlighting growing investor interest in the semiconductor company. 对AI驱动技术的需求不断增长, AMD是英特尔和NVIDIA的重要角色。 The move comes amid rising demand for AI-driven technologies, where AMD is a key player alongside Intel and NVIDIA. 虽然没有关于投资规模或时机的具体信息,但增加的信息表明了对AMD长期前景的潜在信心。 While specifics on the investment size or timing are unavailable, the addition signals potential confidence in AMD’s long-term outlook. 股票业绩仍然与创新、供应链稳定以及更广泛的技术支出趋势挂钩。 The stock’s performance remains tied to innovation, supply chain stability, and broader tech spending trends.