1. 标的：AMD
2. 分类：空
3. 分析/正文：
intel认错
只要intel服务器及PC CPU转单给tsmc
那原有制程劣势导致的效能发热问题 逐渐会改善
此时AMD寄望由效能领先取得的市场份额便会下降
All that is gold does not glitter
not all those who wander are lost
The old that is strong does not wither
Deep roots are not reached by the frost
From the ashes a fire shall be woken
A light from the shadows shall spring
Renewed shall be blade that was broken
The crownless again shall be king
真金不一定闪闪发光
并非浪子都迷失方向
苍老的人不显衰老
根深就不畏冰霜
星星之火也可复燃
微光也能爆开黑暗
断折圣剑再铸之日
失去冠冕者再度为王
i皇永不为奴
4. 进退场机制：(非长期投资者，必须有停损机制)
AMD短空 无法超过70 直到intel未来方向明确 决定涨跌
tsmc会在年内到达500