大摩看好 Meta 靠 AMD 芯片做 Agent 产品

Mike @MikeLongTerm原推发布于 2026.10.07

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BREAKING $AMD | $META MASSIVE $1,000 PT Upgrade | Overweight 🆕🚀🚀🚀 Wells Fargo analyst Ken Gawrelski maintains Meta Platforms (NASDAQ:META) with a Overweight and raises the price target from $796 to $1000. In this CNBC interview, u will hear Ken view on this upgrade. This is a wild upgrade haha. Precisely what I predicted in 2024-2025, how @Meta @Muse gonna do very well on Agentic products powered by AMD CPUs! AMD and META shareholders gonna do very well in the next 3-5 years! Source: CNBC

这条是引用着另一条写的：「Muse 每个用户一台 Linux 虚拟机，CPU 需求暴涨」