AMD与英特尔预期提价 AI驱动的强劲需求持续令供应承压

环球市场播报03-26

超威半导体公司(AMD)称，由于供应趋紧而需求上升，该公司及其竞争对手英特尔计划提高CPU价格。　　报道称，两家公司均准备将CPU价格上调10%至15%，部分产品可能面临更大涨幅。价格调整预计将在未来数月内生效。　　此举是为了应对人工智能服务器用处理器需求不断攀升的现状。需求激增已使供应链承压，并延长了交货周期。报道称，CPU的交货周期已从一至两周延长至多达八至十二周，这表明供需之间存在巨大...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsiqkq5942184.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超威半导体公司(AMD)称，由于供应趋紧而需求上升，该公司及其竞争对手英特尔计划提高CPU价格。\n　　报道称，两家公司均准备将CPU价格上调10%至15%，部分产品可能面临更大涨幅。价格调整预计将在未来数月内生效。\n　　此举是为了应对人工智能服务器用处理器需求不断攀升的现状。需求激增已使供应链承压，并延长了交货周期。报道称，CPU的交货周期已从一至两周延长至多达八至十二周，这表明供需之间存在巨大...</p>\n\n<a 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Supply","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DAMD":0.6,"AMDU":0.6,"AMDW":0.6,"AMDG":0.6,"AMDL":0.6,"AMYY":0.6,"INTW":0.6,"AMD":1.96,"AMDY":0.6,"AMDD":0.6,"LINT":0.6,"04335":1.87,"AMUU":0.6,"INTC":1.87},"content_text":"超威半导体公司(AMD)称，由于供应趋紧而需求上升，该公司及其竞争对手英特尔计划提高CPU价格。\n　　报道称，两家公司均准备将CPU价格上调10%至15%，部分产品可能面临更大涨幅。价格调整预计将在未来数月内生效。\n　　此举是为了应对人工智能服务器用处理器需求不断攀升的现状。需求激增已使供应链承压，并延长了交货周期。报道称，CPU的交货周期已从一至两周延长至多达八至十二周，这表明供需之间存在巨大缺口。\n　　AMD股价当日上涨逾6%，使其年内累计涨幅达到约1.8%。该股在过去一年中累计上涨超过86%，主要得益于投资者对人工智能领域发展的乐观情绪。\n　　当日成交量约为2000万股，低于近三个月日均约3290万股的成交量。华尔街对AMD的共识评级为“适度买入”，分析师认为，随着人工智能基础设施需求增长，该股将继续走高。\n　　投资者将密切关注价格是否会进一步上调，以及需求韧性将如何影响营收增长和利润率。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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