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AMD今日大涨6.61%，高盛上调目标价成为直接催化，市场重提其年内冲击万亿市值的可能性。叠加芯片板块超跌反弹与AI加速卡需求预期，多头情绪快速升温。但相较英伟达，AMD在软件生态与数据中心份额上仍需证明自己，估值已计入乐观预期。目标价上修能否兑现为持续的份额扩张？

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