异动解读｜GLOBALFOUNDRIES盘前上涨5.26%，半导体板块集体走强带动代工龙头反弹

行情直击07-21 19:53

7月21日，GLOBALFOUNDRIES盘前上涨5.26%，报59.5美元/股，成交额23.92万美元。

消息面上，半导体板块集体走强，AMD发布首款机架级AI系统Helios并获微软加入采购阵营，叠加Hut 8签署总价值98亿美元的算力租赁协议，AI基础设施需求持续升温，带动整个半导体产业链反弹。同行业个股中，美光科技涨6.25%，SK海力士涨6.32%，英特尔涨5.74%，AMD涨4.09%。GLOBALFOUNDRIES作为全球领先的纯代工厂，近期已完成收购新思科技处理器IP业务并与美国能源部Genesis Mission达成AI半导体合作，AI产业链扩产主题对其估值形成支撑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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