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AMD 美国超微公司
盘后交易 05-18 16:38:31 EDT
420.99
-3.11
-0.73%
盘后
421.51
+0.52
+0.12%
16:38 EDT
最高
438.80
最低
410.71
成交量
2,829万
今开
429.50
昨收
424.10
日振幅
6.62%
总市值
6,854亿
流通市值
6,784亿
总股本
16.28亿
成交额
118.92亿
换手率
1.76%
流通股本
16.11亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
美国超威半导体公司董事会主席兼CEO苏姿丰：中国市场极其重要
新华社 · 00:15
美国超威半导体公司董事会主席兼CEO苏姿丰：中国市场极其重要
花旗上调CPU巨头目标价 看好市场规模持续扩容
金吾财讯 · 05-18 21:59
花旗上调CPU巨头目标价 看好市场规模持续扩容
英伟达、英特尔、美光科技、高通、AMD，集体上涨
中新经纬 · 05-18 21:40
英伟达、英特尔、美光科技、高通、AMD，集体上涨
AI芯片热潮挤压超算供给：美国国家实验室“另寻新欢” 初创企业乘势崛起
智通财经 · 05-18 21:07
AI芯片热潮挤压超算供给：美国国家实验室“另寻新欢” 初创企业乘势崛起
何立峰会见美国超威半导体公司董事会主席兼首席执行官苏姿丰
老虎资讯综合 · 05-18 20:56
何立峰会见美国超威半导体公司董事会主席兼首席执行官苏姿丰
中国顶流私募Q1调仓揭秘：重仓AI和半导体 中概核心稳中有调
智通财经网 · 05-16 15:59
中国顶流私募Q1调仓揭秘：重仓AI和半导体 中概核心稳中有调
陈立武、苏姿丰齐声看涨 CPU借智能体“东风”重回牌桌
南方都市报 · 05-16 10:10
陈立武、苏姿丰齐声看涨 CPU借智能体“东风”重回牌桌
Form 4 | Advanced Micro Devices高管 Lisa Su 减持94125股
老虎公告助手 · 05-16 05:10
Form 4 | Advanced Micro Devices高管 Lisa Su 减持94125股
美股AI硬件股票集体下挫 美光、阿斯麦、英特尔等均跌超5%
每日经济新闻 · 05-15
美股AI硬件股票集体下挫 美光、阿斯麦、英特尔等均跌超5%
芯片巨头之争延伸至F1！英特尔签约迈凯伦：正面硬刚AMD与梅赛德斯组合
快科技 · 05-15
芯片巨头之争延伸至F1！英特尔签约迈凯伦：正面硬刚AMD与梅赛德斯组合
焦点股票：英特尔、英伟达、路易威登
投资观察 · 05-15
焦点股票：英特尔、英伟达、路易威登
Intel、AMD的CPU双双缺货数月：消息称很快要再次涨价
快科技 · 05-15
Intel、AMD的CPU双双缺货数月：消息称很快要再次涨价
剧烈波动下，美芯片股与软件股走势分化
国际金融报 · 05-14
剧烈波动下，美芯片股与软件股走势分化
AI不是泡沫 支出将达1.7万亿美元：AMD和NVIDIA还能赢
快科技 · 05-14
AI不是泡沫 支出将达1.7万亿美元：AMD和NVIDIA还能赢
美银预言AI基建繁荣将“更强更久”！英伟达、AMD仍列“首选名单”
智通财经 · 05-14
美银预言AI基建繁荣将“更强更久”！英伟达、AMD仍列“首选名单”
服务器CPU市场洗牌?瑞银：AMD(AMD.US)、Arm(ARM.US)一季度侵蚀英特尔(INTC.US)市场份额
智通财经 · 05-14
服务器CPU市场洗牌?瑞银：AMD(AMD.US)、Arm(ARM.US)一季度侵蚀英特尔(INTC.US)市场份额
太平洋证券：AI驱动CPU需求提升 AMD(AMD.US)业绩超预期
智通财经 · 05-14
太平洋证券：AI驱动CPU需求提升 AMD(AMD.US)业绩超预期
【券商聚焦】交银国际：全球科技板块修复上行 AI智能体或驱动高景气延续
金吾财讯 · 05-14
【券商聚焦】交银国际：全球科技板块修复上行 AI智能体或驱动高景气延续
火热的半导体交易面临降温风险，并可能拖累美股涨势
老虎资讯综合 · 05-14
火热的半导体交易面临降温风险，并可能拖累美股涨势
大和上调AMD目标价至500美元
中金财经 · 05-13
大和上调AMD目标价至500美元
加载更多
公司概况
公司名称：
美国超微公司
所属市场：
NASDAQ
上市日期：
--
主营业务：
超威半导体公司于1969年5月1日根据特拉华州法律成立。该公司推动高性能和AI计算领域的创新，提供广泛的AI优化CPU、GPU、网络和软件解决方案组合。其产品为数据中心、嵌入式系统、AI PC和游戏提供动力，提供旨在满足智能计算需求的全栈解决方案。
发行价格：
--
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21:40","pubTimestamp":1779111600,"startTime":"0","endTime":"0","summary":"北京时间18日晚间，美股芯片股盘初集体上涨。截至发稿，英特尔涨超5%，美光科技、高通、AMD涨超4%，恩智浦涨超2%，英伟达、闪迪、阿斯麦飘红。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605183740799121.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1804176565.USD","LU1914381329.SGD","LU0444973449.USD","LU0965508806.USD","LU2065171311.SGD","LU1992135399.USD","LU2491050071.SGD","BK4598","LU0345769128.USD","BK4532","LU1861220033.SGD","LU2552382215.SGD","LU0882574139.USD","LU0061474705.USD","BK4605","BK4554","IE0004445015.USD","LU0868494708.USD","LU2322448957.HKD","IE0034235188.USD","LU0127658192.USD","LU0234570918.USD","BK4548","NVDW","LU0342679015.USD","SG9999015358.SGD","LU2023251221.USD","LU2236285917.USD","LU0310800379.SGD","LU0792757196.USD","LU2458330243.SGD","LU1261432733.SGD","IE00BZ199S13.USD","IE00BJJMRY28.SGD","IE00BJTD4V19.USD","LU2461242641.AUD","LU2764262908.HKD","MUU","LU0225283273.USD","LU0476273544.USD","LU1868836757.USD","LU0011850046.USD","IE00BK4W5L77.USD","LU1861558580.USD","IE00BWXC8680.SGD","LU0957791311.USD","LU0077335932.USD","LU2272731782.SGD","LU2125909247.SGD","IE00BFSS7M15.SGD","IE000KEQY171.SGD","LU1674673428.USD","LU1880398554.USD","IE00B19Z3581.USD","LU1242518931.SGD","IE00BMPRXR70.SGD","BK4575","LU2420271590.USD","IE00B7KXQ091.USD","IE0004086264.USD","AMZN","LU0069063385.USD","LU1989764664.SGD","LU1244550494.USD","LU0823421333.USD","IE00B5949003.HKD","SGXZ51526630.SGD","LU2264538146.SGD","LU2111349929.HKD","BK4573","SGXZ23171101.USD","MULL","LU0353189680.USD","LU1267930813.SGD","LU1935042215.USD","IE00B3S45H60.SGD","LU1721428933.USD","LU0889566641.SGD","LU2249611893.SGD","LU1303367103.USD","LU2764263039.SGD","MU","LU1400636491.USD","NVDU","LU0238689110.USD","LU1868836914.USD","HK0000306685.HKD","LU2471134952.CNY","HK0000304805.HKD","LU0708995401.HKD","IE00BZ1G4Q59.USD","LU0345768740.USD","LU0786609619.USD","LU0957808578.USD","AMYY","LU0345768153.USD","LU1069344957.HKD","LU2361045086.USD","LU0320765059.SGD","IE00BKVL7J92.USD","IE00BQXX3D17.EUR","LU1066053197.SGD","LU0094547139.USD","LU2092627202.USD","AMD","SG9999015978.USD","LU0109391861.USD","LU1815336760.USD","SNVD.UK","LU2463028550.USD","LU1923622291.USD","LU2746668974.SGD","LU0061475181.USD","LU2286300806.USD","LU0154236417.USD","TSLA","LU1035775433.USD","LU0061474960.USD","LU2242650005.HKD","IE00BSNM7G36.USD","LU0175139822.USD","LU1989764748.USD","LU2750360997.AUD","LU0345769631.USD","LU0354030438.USD","IE00BYXW3230.USD","BK4535","LU0187121727.USD","SG9999002232.USD","LU0096362180.USD","INTW","LU2065170008.USD","LU2168564065.EUR","LU0158827781.USD","BK4608","LU0942090050.USD","LU2381873111.SGD","LU1066051225.USD","LU1202635105.USD","LU1821325948.USD","IE00BQXX3F31.USD","LU0861579265.USD","LU2087625088.SGD","LU1645745479.HKD","SG9999001424.SGD","IE00BN29S564.USD","LU0964807845.USD","LU2430703095.HKD","LU0210533765.USD","BK4141","LU2355687059.USD","LU0466842654.USD","SG9999017495.SGD","IE00BMPRXN33.USD","NVDS.UK","IE0001KFT4U8.USD","07388","LU0203202063.USD","HK0000532082.HKD","LU1720051017.SGD","LU0081259029.USD","BK4543","LU2361044949.HKD","BK4533","AMDS","IE000YTNTUN2.SGD","SG9999015341.SGD","LU0321505868.SGD","IE00BJLML261.HKD","LU2294711713.HKD","LU0347712357.USD","LU2065171402.SGD","LU2125909759.SGD","NVDD","LU0345770308.USD","LU1435385759.SGD","IE000W1ABFV2.USD","IE00BJJMRX11.SGD","IE00B3SWFQ91.USD","LU1718418525.SGD","LU2265009873.SGD","LU1934455277.USD","LU2098885051.SGD","LU1934455863.HKD","LU2999663052.SGD","LU2089283258.USD","LU1429558221.USD","LU0256863902.USD","LU2954938101.SGD","LU0251132253.USD","AMUU","LU0072462426.USD","LU0289961442.SGD","LU1699723380.USD","LU2462591350.SGD","BK4592","LU2087621335.USD","BK4534","LU1868837300.USD","LU2491049909.HKD","LU1923623000.USD","IE00BD6J9T35.USD","LU0274383776.USD","LU1280957306.USD","LU2322448791.USD","LU1496350171.SGD","LU0079474960.USD","BK4550","LU1633808545.USD","LU2456880835.USD","LU2148611432.USD","LU2168564495.EUR","BK4561","LU1366333091.USD","LU0266013472.USD","IE00BDCRKT87.USD","LU0070217475.USD","IE00BVYPNQ40.USD","LU0889565833.HKD","LU1145028129.USD","LU1992135472.HKD","LU2290526834.HKD","LU2168564149.EUR","SG9999014575.USD","LU2065169927.USD","LU2433249047.HKD","LU1066051498.USD","NVDB","IE0009G5SDU7.USD","MSFT","INTC","LU0472753341.HKD","LU1066051811.HKD","LU2487616109.SGD","IE0034235295.USD","LU0048584097.USD","LU0965509101.SGD","AMDL","NVII","LU0348723411.USD","LU2756315664.SGD","LU2506951792.HKD","LU0672654240.SGD","LU0354030511.USD","LU0323591593.USD","LU0267386448.USD","LU1366192091.USD","LU1670756490.USD","LU1974910355.USD","LU0174119429.USD","LU0210536198.USD","LU1803068979.SGD","LU1815333072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CPU借智能体“东风”重回牌桌】芯片涨价潮也正从存储蔓延至CPU。一位服务器厂商人士告诉记者，CPU价格“有一些涨幅”。另据《工商时报》4月下旬报道，英特尔在3月份提高了PC级CPU的价格，并在4月1日进一步调整了服务器CPU的价格，市场预计下半年还将有新一轮涨价，涨幅约为8%-10%。AMD的服务器CPU产品线，预计将在第二季度与第三季度各有一次提价，累计涨幅将达16％-17％。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605163739565563.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4614","LU1988902786.USD","LU0056508442.USD","LU2242649171.HKD","AMDS","LU2458330243.SGD","LU0642271901.SGD","BK4512","BK4141","LU1803068979.SGD","LU2355687059.USD","AMUU","AMDY","LU1242518931.SGD","LU1880398471.USD","LU2054465674.USD","LU0082616367.USD","IE00BMPRXR70.SGD","LU1316542783.SGD","04335","BK4605","AMD","LU2360106780.USD","BK4612","LU0274383776.USD","BK4543","LU2931357623.SGD","LU0823434740.USD","AMDU","LU0979878070.USD","LU0719512351.SGD","IE0009356076.USD","AMDD","LU0198837287.USD","LU2250418816.HKD","LU0889565833.HKD","LU1989764664.SGD","LU0048584097.USD","BK4529","AMDW","LU0109392836.USD","LU1861558580.USD","LU0823434583.USD","LU1880398554.USD","IE00B5949003.HKD","LU2860962120.EUR","LU0251132253.USD","LU1303367103.USD","AMDL","LU1064131342.USD","LU0390134368.USD","BK4588","LU2089985449.USD","AMDG","LU0127658192.USD","LU0081259029.USD","BK4575","LU0823421333.USD","LU2098885051.SGD","DAMD","IE0004445239.USD","AMYY","BK4585","BK4573","LU0823421416.USD","LU1923623000.USD","LU1951198990.SGD","INTC","BK4554","LU1852331112.SGD","LU1951200564.SGD","BK4534","LU1242518857.USD","LU2264538146.SGD","BK4566","SG9999001424.SGD","IE00BMPRXN33.USD","LU2458330169.SGD","BK4532","LU1861559042.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1150569271","title":"Form 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18:17","pubTimestamp":1778840223,"startTime":"0","endTime":"0","summary":"快科技5月15日消息，英特尔正式官宣成为迈凯伦F1车队的官方计算合作伙伴。根据协议内容，英特尔将为迈凯伦提供全方位的硬件支持以及专家驻场。英特尔此次入局迈凯伦，意味着两家半导体巨头在顶级赛车领域的正面交锋正式拉开帷幕。目前，英特尔的品牌标志已确定会醒目地出现在迈凯伦赛车的涂装上。迈凯伦方面表示，车队此前已经在部分环节应用英特尔硬件，而新协议将大幅扩大英特尔技术在车队内部的应用规模。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8t9RcqWAPjZ","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["LU0823434740.USD","LU0109392836.USD","LU1988902786.USD","LU2089985449.USD","LU1803068979.SGD","DAMD","LU0251132253.USD","LU0321505439.SGD","SG9999001424.SGD","LU1989764664.SGD","AMDS","BK4529","LU1303367103.USD","IE00B5949003.HKD","LU0056508442.USD","IE00BMPRXN33.USD","IE0009356076.USD","LU1064131342.USD","LU1861559042.SGD","AMDU","LU1880398471.USD","LU2250418816.HKD","BK4602","AMDW","AMDG","BK4605","LU2054465674.USD","LU1923623000.USD","LU0823421333.USD","LU0979878070.USD","LU1852331112.SGD","LU2458330169.SGD","AMDL","BK4512","BK4585","LU1951198990.SGD","BK4527","BK4579","AMYY","LU0390134368.USD","LU2360106780.USD","LU2355687059.USD","LU2098885051.SGD","BK4534","INTW","LU2264538146.SGD","LU1880398554.USD","AMD","AMDY","BK4532","LU0198837287.USD","BK4612","LU0274383776.USD","BK4533","BK4575","LU0642271901.SGD","BK4543","LU1951200564.SGD","LU0823421416.USD","LU2242649171.HKD","LU2543165471.USD","LU0889565833.HKD","IE00BMPRXR70.SGD","BK4573","LU2148611432.USD","LU0081259029.USD","BK4554","AMDD","LU0097036916.USD","LU1316542783.SGD","BK4588","LU2931357623.SGD","BK4515","LU0719512351.SGD","LU1242518931.SGD","BK4141","LINT","BK4550","BK4566","LU0321505868.SGD","BK4535","04335","AMUU","IE000M9KFDE8.USD","LU0082616367.USD","LU1861558580.USD","LU1242518857.USD","LU2458330243.SGD","LU0048584097.USD","INTC","BK4614","LU0823434583.USD","LU2860962120.EUR","IE0004445239.USD","LU0127658192.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137739525","title":"焦点股票：英特尔、英伟达、路易威登","url":"https://stock-news.laohu8.com/highlight/detail?id=1137739525","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1137739525?lang=zh_cn&edition=full","pubTime":"2026-05-15 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NV再次与中国车企达成协议，此次是与东风集团合作，在中国生产标致和吉普品牌的电动汽车。该股在意大利市场走低。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1127390331.HKD","LU2087625088.SGD","BK4614","LU2999663052.SGD","LU0274383776.USD","LU0708994859.HKD","LU0719512351.SGD","LU0342679015.USD","LU1242518857.USD","LU2430703178.SGD","SG9999017495.SGD","LU1791710582.SGD","LU2023250843.SGD","INTW","LU1712237335.SGD","LU1303367103.USD","LU2100268510.USD","IE00B3S45H60.SGD","AMDW","LU1720051108.HKD","LU0444971666.USD","LU1720051017.SGD","LU2458330169.SGD","LU2552382132.HKD","LU0689626769.HKD","LU0124676726.USD","LU1868836591.USD","LU0354030511.USD","LU2294711713.HKD","LU2242649171.HKD","HK0000320264.USD","AMDU","LU0157215616.USD","LU1496350502.SGD","LU0107464264.USD","LU0154236417.USD","LU2065170008.USD","LU0128525929.USD","NVDG","LU1852331112.SGD","IE00BK4W5M84.HKD","LU0965509101.SGD","LU2458330243.SGD","SG9999015358.SGD","LU1400636491.USD","LU0106261372.USD","LU0820561818.USD","LU2433249047.HKD","LINT","LU1923622291.USD","LU0949170772.SGD","LU1880398471.USD","LU0265550946.USD","LU2463028550.USD","WTAI","NVDQ","NVDL","LU0823414478.USD","STLA","LU2360106780.USD","SG9999004303.SGD","LU0476273544.USD","BK4535","SG9999014914.USD","LU2543165471.USD","LU1035775433.USD","LU2092627202.USD","AMAT","LU2089283258.USD","IE0004445015.USD","LU1153585028.USD","SGXZ31699556.SGD","LU1923622614.USD","LU2506951792.HKD","HK0000914660.USD","LU1069344957.HKD","LU0215105999.USD","LU1548497426.USD","LU0316494557.USD","HK0000304805.HKD","LU0238689110.USD","LU2471134796.USD","LU0320765059.SGD","SG9999014559.SGD","LU1868837300.USD","BK4573","LU2265009873.SGD","LU0029864427.USD","IE0034235188.USD","LU1778281490.HKD","LU2097344431.USD","LU1280957306.USD","IE00B5949003.HKD","IE00BZ199S13.USD","LU2430703095.HKD","LU1935043536.SGD","LU2125154778.USD","LU2462157665.USD","LU0321505868.SGD","LU2931357623.SGD","LU0094547139.USD","LU2237438978.USD","IE00BK4W5L77.USD","NVD2.UK","LU0494093205.USD","BK4588","LU1815336760.USD","AMDG","BK4612","NVIW.SI","LU1935043023.USD","IE00BKPKM429.USD","LU2552382058.USD","LU0211328371.USD","LU2125909916.SGD","LU0738911758.USD","LU2063271972.USD","LU2065171311.SGD","LU2125909247.SGD","LU1244550577.SGD","META","LU1145028129.USD","IE0034235295.USD","LU0061475181.USD","LU1037948897.HKD","LU2106854487.HKD","LU2089985449.USD","LU1868837136.USD","INTC","BK4543","LU1323610961.USD","LU1951198990.SGD","CNAV","AMDL","LU0210533765.USD","SG9999018857.SGD","AMDY","BK4605","LU1267930573.SGD","LU0079474960.USD","IE00BWXC8680.SGD","LU1861558580.USD","LU2191332357.HKD","LU0444973449.USD","LU0557290698.USD","BK4533","LU0187121727.USD","LU0985320562.USD","LU2290526834.HKD","LU0321505439.SGD","LU1989764664.SGD","LU2491049909.HKD","LU1868836914.USD","LU1064131342.USD","LU2089284900.SGD","LU2461242641.AUD","LU0345768153.USD","LU2148611432.USD","LU2047632596.USD","IE0034235303.USD","LU1923623000.USD","IE00BFSS7M15.SGD","LU1670756490.USD","LU2403377893.USD","LU2417539215.USD","SGXZ23171101.USD","LU0175139822.USD","IE000M9KFDE8.USD","LU0308772762.SGD","IE00BQXX3D17.EUR","LU1917777945.USD","LU2168564495.EUR","LU0080751232.USD","LU0957791311.USD","ANV","NVDX","LU0964807845.USD","LU2168564222.USD","LU1992135472.HKD","LU2471134523.USD","LU0965508806.USD","PTF","LU0689472784.USD","LU1861127337.USD","LU1400636657.SGD","LU0056508442.USD","LU1116320901.HKD","BK4202","SG9999014567.USD","GB00BDT5M118.USD","LU0417517546.SGD","LU1934455194.USD","IE0004091025.USD","LU0006306889.USD","BK4532","SG9999014575.USD","LU0203202063.USD","LU1623119135.USD","3NVD.UK","IE00BFXG1179.USD","LU0061474705.USD","LU2360032135.SGD","LU1989764748.USD","IE0001KFT4U8.USD","LU1066051811.HKD","IE00BYXW3230.USD","NVDS","SG9999014880.SGD","AMUU","NVDS.UK","BK4141","LU2592432038.USD","BK4534","BK4585","LU1267930490.SGD","LU2471134879.HKD","LU1261432733.SGD","NVDD","LU2896262040.SGD","LU2111349929.HKD","LU0553294199.USD","LU1934455863.HKD","SG9999014898.SGD","LU1003077747.HKD","LU2602419157.SGD","IE00B7KXQ091.USD","LU0823434583.USD","BK4147","LU2098885051.SGD","2NVD.UK","BK4518","LU1642822529.SGD","LU1989763005.USD","LU1989772840.SGD","LU2360107168.USD","LU2322448957.HKD","SG9999002224.SGD","LU0792757196.USD","MSFT","LU0158827948.USD","BK4527","LU2361045086.USD","LU1435385759.SGD","LU2361044949.HKD","LU0345770308.USD","LU2092937148.SGD","LU1066053197.SGD","LU0640476718.USD","LU1629891620.HKD","IE0005OL40V9.USD","NVDO","IE00BJTD4V19.USD","BK4519","IE00B1BXHZ80.USD","SG9999015945.SGD","LU0943347566.SGD","LU1119994496.HKD","LU1366192091.USD","LU2023251221.USD","LU1935042215.USD","IE00B19Z8W00.USD","LU0289739343.SGD","LU0234570918.USD","IE0009356076.USD","LU0265550359.USD","SG9999002232.USD","IE000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14:41","pubTimestamp":1778827310,"startTime":"0","endTime":"0","summary":"AMD及Intel此前的财报都提到了CPU缺货的问题，理由也都是AI需求，以前的AI服务器中CPU与GPU配置是1：8，需求量远低于GPU，而现在配比要提升到1：4、1：2甚至最终到1：1，CPU需求大涨。雪球上流传的一份CPU专家会议纪要显示，Intel第五代CPUQ2略有好转，约二三十个型号缺货，周期2-4个月。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8t9BRnKeKBJ","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0048584097.USD","AMDW","LU0321505868.SGD","LU1923623000.USD","BK4534","INTC","LU0889565833.HKD","LU1951198990.SGD","BK4588","IE0004445239.USD","BK4554","LU2458330243.SGD","BK4141","BK4550","LU1861558580.USD","LU2264538146.SGD","LINT","AMDD","LU0109392836.USD","LU2148611432.USD","LU0979878070.USD","AMD","BK4585","LU0251132253.USD","LU2054465674.USD","BK4602","LU0274383776.USD","LU2242649171.HKD","LU1880398554.USD","AMDG","LU2860962120.EUR","BK4575","BK4535","IE000M9KFDE8.USD","LU0823434740.USD","LU2089985449.USD","LU2355687059.USD","LU1316542783.SGD","SG9999001424.SGD","LU0642271901.SGD","BK4579","BK4614","LU0056508442.USD","LU2458330169.SGD","AMDL","LU0823421416.USD","BK4605","BK4527","LU1989764664.SGD","LU0097036916.USD","IE00BMPRXN33.USD","LU1242518857.USD","LU1951200564.SGD","LU1861559042.SGD","BK4515","LU0081259029.USD","BK4612","AMDU","BK4512","AMUU","LU0082616367.USD","BK4566","INTW","LU0823434583.USD","LU1242518931.SGD","IE0009356076.USD","AMYY","IE00BMPRXR70.SGD","LU0127658192.USD","LU2250418816.HKD","BK4543","LU0321505439.SGD","LU1880398471.USD","IE00B5949003.HKD","LU1303367103.USD","LU2098885051.SGD","LU0390134368.USD","LU2360106780.USD","AMDY","LU0823421333.USD","LU1064131342.USD","LU2931357623.SGD","BK4573","LU0198837287.USD","BK4529","LU0719512351.SGD","LU2543165471.USD","BK4533","LU1852331112.SGD","LU1988902786.USD","04335","DAMD","AMDS","LU1803068979.SGD","BK4532"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635874151","title":"剧烈波动下，美芯片股与软件股走势分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2635874151","media":"国际金融报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635874151?lang=zh_cn&edition=full","pubTime":"2026-05-14 23:45","pubTimestamp":1778773500,"startTime":"0","endTime":"0","summary":"自人工智能（AI）热潮兴起以来，美国股市中的芯片股与软件股呈现出明显的分化走势。根据道琼斯市场数据，VanEckSemiconductorETF（SMH）在过去一年内上涨了约133%，而代表软件股的iSharesExpandedTech-SoftwareSectorETF（IGV）同期下跌15.4%。这一差距在近期进一步扩大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605143737838278.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605143737838278.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["AMD","MSFT","BK4585","BK4588","CRM","IGV","NVDA","INTC","SMH","04335","BK4535","SOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635178457","title":"AI不是泡沫 支出将达1.7万亿美元：AMD和NVIDIA还能赢","url":"https://stock-news.laohu8.com/highlight/detail?id=2635178457","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635178457?lang=zh_cn&edition=full","pubTime":"2026-05-14 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09:24","pubTimestamp":1778721862,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银表示，Arm Holdings和AMD第一季度的服务器CPU出货量环比增长超过英特尔，并继续以侵蚀英特尔份额的方式实现增长。\"服务器CPU总出货量环比增长约6%，好于约7%的正常季节性跌幅。该行分析师指出，ARM的市场份额从11.5%同比增长至17.7%，AMD的市场份额从24.1%增长至27.4%，而英特尔的市场份额则从64.4%下降至54.9%。尽管如此，AMD仍将继续直接从英特尔手中夺取客户端市场份额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441513.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4527","LU0390134368.USD","AMDU","AMDW","LU0198837287.USD","LU1861558580.USD","INTW","LU1989764664.SGD","BK4515","IE00B5949003.HKD","BK4554","LU1880398471.USD","IE00BMPRXQ63.HKD","LU2458330243.SGD","LU0823434740.USD","LU0109392836.USD","LU2458330169.SGD","LU1923623000.USD","BK4612","LU0719512351.SGD","IE00BMPRXR70.SGD","BK4573","LU0979878070.USD","LU1242518931.SGD","LU1803068979.SGD","LU1064131342.USD","BK4141","AMUU","BK4566","BK4534","LU2250418816.HKD","SG9999001424.SGD","LU0823434583.USD","AMDG","LU1852331112.SGD","DAMD","LU0642271901.SGD","AMDL","LU2860962120.EUR","LU2355687059.USD","ARMG","LU1880398554.USD","BK4533","LU1303367103.USD","LU1951198990.SGD","LU2931357623.SGD","BK4550","LU0823421333.USD","LU0321505868.SGD","IE0004445239.USD","LU1861559042.SGD","LU0274383776.USD","LU0127658192.USD","IE000M9KFDE8.USD","LU0056508442.USD","AMDS","BK4614","BK4543","LU2264538146.SGD","ARM","LU2148611432.USD","BK4588","LINT","LU1951200564.SGD","LU1242518857.USD","LU2054465674.USD","AMYY","LU0081259029.USD","04335","BK4575","AMD","AMDY","BK4609","BK4605","LU2098885051.SGD","INTC","BK4585","LU0823421416.USD","LU0889565833.HKD","BK4512","ARMU","BK4535","BK4602","ARMW","LU1316542783.SGD","AMDD","BK4532","IE00BMPRXN33.USD","LU0082616367.USD","LU2089985449.USD","LU2543165471.USD","LU0097036916.USD","LU2360106780.USD","IE0009356076.USD","LU0321505439.SGD","BK4529","LU0348723411.USD","BK4579","LU1988902786.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2635687557","title":"太平洋证券：AI驱动CPU需求提升 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