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AMD 美国超微公司
未开盘 06-12 16:00:00 EDT
511.57
+23.12
+4.73%
盘后
514.63
+3.06
+0.60%
19:59 EDT
最高
521.71
最低
494.00
成交量
3,162万
今开
499.69
昨收
488.45
日振幅
5.67%
总市值
8,329亿
流通市值
8,244亿
总股本
16.28亿
成交额
161.71亿
换手率
1.96%
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
Form 144 | AMD高管 Lisa Su 拟减持125,000股，总价约5943.81万美元
公告助手 · 06-11
Form 144 | AMD高管 Lisa Su 拟减持125,000股，总价约5943.81万美元
异动解读｜超威半导体盘中下跌3.16%，芯片板块延续调整压力
行情直击 · 06-10
异动解读｜超威半导体盘中下跌3.16%，芯片板块延续调整压力
美股盘前：三大股指期货集体飘绿，芯片股全线下跌
第一财经 · 06-10
美股盘前：三大股指期货集体飘绿，芯片股全线下跌
异动解读｜美国超微公司盘前下跌3.15%，半导体板块持续承压博通财报余波未消
行情直击 · 06-10
异动解读｜美国超微公司盘前下跌3.15%，半导体板块持续承压博通财报余波未消
异动解读｜美国超微公司夜盘下跌3.42%，报459.15美元
行情直击 · 06-10
异动解读｜美国超微公司夜盘下跌3.42%，报459.15美元
美芯片股下挫，金银油齐跌；朱雀二号改进型遥六运载火箭发射成功；SpaceX美国IPO的认购需求已接近四倍超额认购，MSCI允许大型IPO企业提前纳入其全球标准指数，或为SpaceX铺平道路——《投资早参》
每日经济新闻 · 06-10
美芯片股下挫，金银油齐跌；朱雀二号改进型遥六运载火箭发射成功；SpaceX美国IPO的认购需求已接近四倍超额认购，MSCI允许大型IPO企业提前纳入其全球标准指数，或为SpaceX铺平道路——《投资早参》
异动解读｜美国超微公司盘中下跌3.02%，报474.67美元
行情直击 · 06-09
异动解读｜美国超微公司盘中下跌3.02%，报474.67美元
超威半导体美股盘前涨超2%
每日经济新闻 · 06-09
超威半导体美股盘前涨超2%
瑞银解读台北电脑展：AI智能体引爆算力需求，英伟达GPU优势持续碾压AMD
智通财经 · 06-09
瑞银解读台北电脑展：AI智能体引爆算力需求，英伟达GPU优势持续碾压AMD
美国超微公司(AMD)扬升4.39% 一季度全球服务器处理器市场份额增至33.2%
金吾财讯 · 06-08
美国超微公司(AMD)扬升4.39% 一季度全球服务器处理器市场份额增至33.2%
异动解读｜美国超微公司盘中上涨3.11%，CEO苏姿丰宣布增加20亿英镑英国AI投资
行情直击 · 06-08
异动解读｜美国超微公司盘中上涨3.11%，CEO苏姿丰宣布增加20亿英镑英国AI投资
美股半导体板块盘前持续走高！迈威尔科技涨近9%，美光科技、超微电脑涨超5%
老虎资讯综合 · 06-08
美股半导体板块盘前持续走高！迈威尔科技涨近9%，美光科技、超微电脑涨超5%
异动解读｜美国超微公司盘前上涨3.1%，多家投行密集上调目标价至600美元以上
行情直击 · 06-08
异动解读｜美国超微公司盘前上涨3.1%，多家投行密集上调目标价至600美元以上
HBM堆到20层热炸了！SK海力士、三星、美光打响芯片内部散热战
快科技 · 06-08
HBM堆到20层热炸了！SK海力士、三星、美光打响芯片内部散热战
AMD、NVIDIA下代显卡都得等至少一年！甚至2028年
快科技 · 06-08
AMD、NVIDIA下代显卡都得等至少一年！甚至2028年
英伟达亮剑CPU战场：Vera采用SK海力士内存，剑指英特尔与AMD数据中心江山
智通财经 · 06-08
英伟达亮剑CPU战场：Vera采用SK海力士内存，剑指英特尔与AMD数据中心江山
美国就业：碳基和硅基的两重天
格隆汇 · 06-06
美国就业：碳基和硅基的两重天
美股成交额TOP 20：AI热潮降温芯片股重挫，英伟达跌超6%，美光跌超13%；传Meta考虑数百亿美元股票融资
环球市场播报 · 06-06
美股成交额TOP 20：AI热潮降温芯片股重挫，英伟达跌超6%，美光跌超13%；传Meta考虑数百亿美元股票融资
多家机构上调AMD评级 看好Agentic AI时代CPU需求爆发
环球市场播报 · 06-05
多家机构上调AMD评级 看好Agentic AI时代CPU需求爆发
英伟达、美光科技、超威半导体、英特尔，集体大跌！
中新经纬 · 06-05
英伟达、美光科技、超威半导体、英特尔，集体大跌！
暂无数据
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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16:43","pubTimestamp":1781081012,"startTime":"0","endTime":"0","summary":"6月10日，美国超微公司盘前下跌3.15%，报460.5美元/股，成交额2813.06万美元。消息面上，博通此前发布财报，虽然当季营收及AI半导体收入超预期，但三季度AI营收指引低于机构一致预期，且管理层仅重申而未上调财年AI营收目标，引发市场对AI芯片需求增速放缓的担忧，导致芯片股集体抛售。AMD作为AI GPU领域核心竞争者，受板块情绪拖累持续走低，前一交易日已录得5.56%跌幅，盘前跌势延续。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0ce88a07b83c4ad7e607a3ee07046827","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":["AMD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182849907","title":"异动解读｜美国超微公司夜盘下跌3.42%，报459.15美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1182849907","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1182849907?lang=zh_cn&edition=full","pubTime":"2026-06-10 12:47","pubTimestamp":1781066824,"startTime":"0","endTime":"0","summary":"6月10日，美国超微公司夜盘下跌3.42%，报459.15美元/股，成交额2337.49万美元。美国超微公司所在的半导体产品行业中，个股普遍走低，其中美光科技跌4.52%，英伟达跌1.55%，迈威尔科技跌4.28%，英特尔跌3.96%，博通跌2.53%。（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。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0ce88a07b83c4ad7e607a3ee07046827","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":["AMD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642415543","title":"美芯片股下挫，金银油齐跌；朱雀二号改进型遥六运载火箭发射成功；SpaceX美国IPO的认购需求已接近四倍超额认购，MSCI允许大型IPO企业提前纳入其全球标准指数，或为SpaceX铺平道路——《投资早参》","url":"https://stock-news.laohu8.com/highlight/detail?id=2642415543","media":"每日经济新闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642415543?lang=zh_cn&edition=full","pubTime":"2026-06-10 08:03","pubTimestamp":1781049789,"startTime":"0","endTime":"0","summary":"（一）重要市场新闻1、美股三大指数收盘涨跌不一，道指涨0.17%，纳指跌0.97%，标普500指数跌0.26%；芯片股集体下挫，费城半导体指数跌1.93%，ARM跌超6%，高通跌超5%，AMD、希捷科技跌超3%，英特尔跌超2%；光通信概念股走低，迈威尔科技跌7.6%，AAOI跌17%，POET跌12%，康宁跌超7%，Coherent跌超11%，Lumentum跌超8%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606103765780746.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"88a06595a4e2cf90d716f7f17c87ef75","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606103765780746.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1989764748.USD","LU0738911758.USD","LU0072462343.USD","LU0348766576.USD","BK4534","BK4614","LINT","LU1064131342.USD","LU1923623000.USD","LU0390134368.USD","LU0651947912.USD","BK4020","IE00B7SZL793.SGD","BK0188","AMDY","LU1169590202.USD","LU1917777945.USD","LU2290526834.HKD","BK0167","LU1051768304.USD","LU1242518931.SGD","BABX","INTC","COHR","LU2931357623.SGD","DAMD","SGXZ81514606.USD","BK4505","BK4579","BK0148","LU1769817096.USD","BK0224","BABU","LU0128525689.USD","COHX","LU2458330243.SGD","LU1066051225.USD","SG9999015945.SGD","LU2264538146.SGD","QCMU","BK4535","GLW","SG9999002224.SGD","BK0259","IE000M9KFDE8.USD","LU1244550221.USD","LU2244417387.USD","LU2045819591.USD","LU1992135399.USD","LU0823434583.USD","SG9999001424.SGD","LU1691799644.USD","LU0949170772.SGD","BK4581","IE00B19Z4B17.USD","LU1815336760.USD","LU0012050646.USD","LU1670628061.USD","BK4170","AMYY","LU1188198961.HKD","LU1670627923.USD","INTW","MVLL","SG9999002232.USD","BK4501","LU0797268264.HKD","LU0918141887.USD","SG9999015978.USD","IE00B19Z9P08.USD","SG9999015986.USD","BK4566","LITE","LU0661504455.SGD","LU1880398554.USD","BK4598","LU0859254822.USD","QCMD","ARM","BK0077","AAOI","LU0545039389.USD","LU0957808578.USD","LU0106959298.USD","LU1496350502.SGD","SGXZ99366536.SGD","LU2860962120.EUR","BK4504","MRVU","BK4533","LU1861215975.USD","LU0067412154.USD","ALBmain","IE00BFMHRM44.USD","BK4512","BK4548","09988","SGXZ51526630.SGD","09999","LU1988902786.USD","GLWG","LU0942090050.USD","LU0127658192.USD","LU0321505868.SGD","LU1861558580.USD","LU2095319765.USD","LU2272731600.USD","BK4524","LU1804176565.USD","LU1960683339.HKD","HK0000165453.HKD","BK4116","LU1951198990.SGD","BK4577","BK0054","BK0155","LU0109392836.USD","LU1169589451.USD","MRVL","LU1642822529.SGD","LU1043141396.HKD","LU0463099449.HKD","LU1548497426.USD","LU0823421333.USD","LU2720916845.USD","HK0000304805.HKD","BK4612","LU1008478684.HKD","AMDG","LU0918141705.HKD","LU0708995401.HKD","LU0321505439.SGD","BK4602","LU0274383776.USD","BK4157","LU2098885051.SGD","BK0012","LU0047713382.USD","LU0109391861.USD","LU1066051498.USD","IE00BYV24P56.USD","LU1003077747.HKD","IE00BVYPNQ40.USD","LU2355687059.USD","LU1861220033.SGD","IE0004445239.USD","LU0545562505.USD","BK4141","IE0031619046.USD","BK4604","BK0187","LU0326950275.SGD","IE00BMPRXQ63.HKD","IE00B19Z9Z06.USD","IE00B66KJ199.SGD","BK4609","BK4554","BK4526","LU1303367103.USD","LU2148611432.USD","LU2272731782.SGD","LU0642271901.SGD","LU2473716301.USD","LU1048588211.SGD","LU1242518857.USD","LU0097036916.USD","AMDL","LU0240877869.USD","BK4527","LU0328353924.USD","BK0028","LU2265009873.SGD","LU0052756011.USD","LU0079474960.USD","LU1807302812.USD","LU2125910849.SGD","IE00BF5LJ272.USD","AMD","LU1861559042.SGD","LU0289739343.SGD","LU2089985449.USD","BBYY","AAOX","LU2543165471.USD","LU2462591350.SGD","STX","LU0719512351.SGD","LU0310800965.SGD","LU0444971666.USD","BK4607","LU0348723411.USD","LU0048584097.USD","LU1046421795.USD","LU2125910500.SGD","ARMW","BK4588","LU2764263039.SGD","LU0205194284.USD","BK4148","NTES","IE00BLSP4452.SGD","LU1048596156.SGD","LU1043141123.HKD","LU0203347892.USD","LU0205193047.USD","QCOM","BK4515","LU0651946864.USD","LU0501845795.SGD","LU2247934214.USD","LU2764262908.HKD","LU1267930730.SGD","LU1228905540.USD","LU1880383366.USD","LU1951200564.SGD","BABA","BK0238","IE00BMCWC346.EUR","LU0426417589.USD","BK4573","SG9999015952.SGD","LU0251143458.SGD","LU1084165304.USD","LU1720051108.HKD","LU0348767384.USD","BK4550","LU0426412945.USD","LU1066053197.SGD","LU0187121727.USD","BK4112","GB00BDT5M118.USD","BK4122","LU0106261612.USD","LU2250418816.HKD","BK4565","ARMU","IE00B3M56506.USD","LU2357627491.SGD","HK0000304797.USD","AMDS","LU1228905037.USD","LU1261432733.SGD","IE00BN8TJ469.HKD","LU2210150020.SGD","LU1282648689.USD","LU1267930227.SGD","LU1880383440.USD","QCML","KBAB","BK4503","LU2023250504.SGD","ARMG","BK4558","LU1852331112.SGD","LU1974910355.USD","LU0082616367.USD","BK4605","LU0553294199.USD","IE00BMPRXN33.USD","BK4529","LU1152091168.USD","LU0056508442.USD","LU0244354667.USD","LU1046422090.SGD","IE00BBT3K403.USD","LU1121112475.USD","IE00BLSP4239.USD","LU082342141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22:51","pubTimestamp":1781016693,"startTime":"0","endTime":"0","summary":"6月9日，美国超微公司盘中下跌3.02%，报474.67美元/股，成交额42.87亿美元。美国超微公司所在的半导体产品行业中，个股普遍走低，其中迈威尔科技跌8.32%，博通跌2.58%，美光科技跌2.52%，英特尔跌2.41%，英伟达跌1.8%。超威半导体公司推动高性能和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 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一季度全球服务器处理器市场份额增至33.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2641802244","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641802244?lang=zh_cn&edition=full","pubTime":"2026-06-08 22:36","pubTimestamp":1780929401,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美国超微公司(AMD)盘中扬升4.39%，最新报486.64美元，成交额38.8亿美元。消息面上，Mercury Research最新公布的x86处理器市场报告显示，虽然2026年第一季全球x86处理器总出货量较前一季出现超过6%的衰退，但受到数据中心对AI服务器需求持续爆发的推动，第一季x86服务器处理器的总出货量较2025年同期却逆转增长了超过10%。其中，美国超微公司今年一季度服务器处理器销量增长尤为强劲，服务器处理器市场份额高达33.2%，较去年同期提升了6个百分点。若以营收计，则AMD在服务器CPU市场份额达到创纪录的46.2%，同比提升6.8个百分点。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"301286","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMUU","BK4512","LU0823434740.USD","LU1880398471.USD","SG9999001424.SGD","LU0786609619.USD","BK4588","LU2250418816.HKD","AMDS","LU0174119429.USD","AMDW","AMDU","LU1880398554.USD","LU1861559042.SGD","LU1951200564.SGD","LU2098885051.SGD","LU0056508442.USD","LU1316542783.SGD","LU2054465674.USD","BK4534","LU1989764664.SGD","IE00B5949003.HKD","LU2458330243.SGD","IE0009356076.USD","LU0127658192.USD","BK4566","LU0081259029.USD","LU1242518931.SGD","LU0109392836.USD","BK4573","LU0719512351.SGD","AMDL","LU1951198990.SGD","LU1303367103.USD","BK4575","LU0198837287.USD","AMDG","DAMD","IE00BMPRXQ63.HKD","IE00BMPRXN33.USD","BK4612","AMD","LU1064131342.USD","LU2931357623.SGD","LU0048584097.USD","LU1803068979.SGD","LU2360106780.USD","LU2458330169.SGD","LU0251132253.USD","IE0004445239.USD","BK4529","AMDY","IE00BMPRXR70.SGD","BK4543","LU0889565833.HKD","LU0979878070.USD","LU2089985449.USD","AMDD","BK4532","BK4585","LU2264538146.SGD","LU0082616367.USD","LU1852331112.SGD","LU2860962120.EUR","LU2462591350.SGD","LU0823434583.USD","LU0274383776.USD","BK4605","LU2242649171.HKD","LU0390134368.USD","LU1242518857.USD","LU0823421416.USD","BK4141","BK4554","LU1923623000.USD","LU2355687059.USD","LU1988902786.USD","LU0642271901.SGD","LU1861558580.USD","BK4614","AMYY","LU0823421333.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1120184516","title":"异动解读｜美国超微公司盘中上涨3.11%，CEO苏姿丰宣布增加20亿英镑英国AI投资","url":"https://stock-news.laohu8.com/highlight/detail?id=1120184516","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1120184516?lang=zh_cn&edition=full","pubTime":"2026-06-08 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CEO苏姿丰在伦敦科技周上表示AI行业仍处于\"非常早期阶段\"，并宣布未来五年计划增加最高20亿英镑的英国投资，用于扩大AI研发及与剑桥大学、帝国理工学院的合作。此外，近期多家投行密集上调AMD目标价，巴克莱将目标价从500美元上调至665美元，瑞穗上调至615美元，核心逻辑为代理型AI需求推动CPU战略权重提升及MI450系列GPU即将放量。","market":"hk","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1124313223","title":"美股半导体板块盘前持续走高！迈威尔科技涨近9%，美光科技、超微电脑涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124313223","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1124313223?lang=zh_cn&edition=full","pubTime":"2026-06-08 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Cowen上调至600美元，瑞穗证券上调至615美元，均维持买入或跑赢大盘评级。机构看好AMD在AI时代的\"CPU+GPU\"双引擎策略，6月已有58家机构发布观点，其中83%给予买入或增持评级。基本面方面，AMD第一财季数据中心业务营收达57.7亿美元，同比增长57%，首次在单季收入上超越英特尔。","market":"hk","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":"美国超微公司盘前上涨3.1%，多家投行密集上调目标价至600美元以上","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641034221","title":"HBM堆到20层热炸了！SK海力士、三星、美光打响芯片内部散热战","url":"https://stock-news.laohu8.com/highlight/detail?id=2641034221","media":"快科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641034221?lang=zh_cn&edition=full","pubTime":"2026-06-08 10:55","pubTimestamp":1780887314,"startTime":"0","endTime":"0","summary":"快科技6月8日消息，英伟达最新AI平台Vera 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09:41","pubTimestamp":1780882895,"startTime":"0","endTime":"0","summary":"快科技6月8日消息，根据最新行业说法，AMD、NVIDIA的下一代显卡都还很遥远，至少得等一年左右，甚至不排除要等到2028年初。其中一家认为，AMD RDNA5架构的新显卡预计会在2027年第二季度或第三季度发布。NVIDIA方面其实也类似，有说法称下一代Rubin RTX 60至少要等到2027年下半年，推迟到2028年也不意外。一般来说，GPU显卡的更新换代在2年左右，但这一次要拉长到至少2年半，甚至是3年了。","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":"https://tech.ifeng.com/c/8tmfLrGGBvx","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["HK0000320264.USD","LU2462591277.SGD","LU2756315664.SGD","LU2322448791.USD","IE00B19Z9505.USD","LU1116320901.HKD","LU1934455194.USD","IE00BZ1G4Q59.USD","LU0823434740.USD","LU2471134523.USD","LU2360107168.USD","LU0354030438.USD","LU2244417387.USD","IE00BZ199S13.USD","LU0265550359.USD","2NVD.UK","LU1880398471.USD","LU0689472784.USD","IE00BKVL7J92.USD","LU0320765059.SGD","LU0965508806.USD","SG9999014906.USD","IE00B4YYXB79.USD","LU0070217475.USD","SG9999001424.SGD","BK4614","LU0823414478.USD","NVDL","LU0390134368.USD","LU2357125470.USD","LU0820562030.AUD","NVYY","LU0096364046.USD","LU2168564065.EUR","IE000W1ABFV2.USD","LU0323239441.USD","LU1323610961.USD","IE00BDRTCR15.USD","LU0276348264.USD","LU0353189680.USD","LU2552382132.HKD","SG9999017495.SGD","LU1983260115.SGD","IE00BHPRN162.USD","LU0053666078.USD","LU1670756490.USD","LU1803068979.SGD","SG9999014914.USD","IE00B19Z8X17.USD","LU1935043536.SGD","LU2452424414.USD","LU0965509010.AUD","LU2931357623.SGD","LU0109392836.USD","LU0069063385.USD","BK4554","IE0009356076.USD","LU2272731600.USD","LU0056508442.USD","IE00BK4W5M84.HKD","AMDY","LU1861215975.USD","NVDY","LU2087625088.SGD","NVDW","LU1951198990.SGD","LU1633808545.USD","LU0082616367.USD","IE00BQXX3D17.EUR","LU1861127337.USD","LU0081259029.USD","LU1815333072.USD","LU1429558221.USD","AMDW","LU2543165471.USD","LU2430703178.SGD","LU1917777945.USD","LU2089283258.USD","LU0133085943.USD","NVII","LU2265009873.SGD","IE00B3SWFQ91.USD","LU0823434583.USD","LU1244550577.SGD","LU1037948897.HKD","LU0174119429.USD","LU0308772762.SGD","LU0823421416.USD","LU2403377893.USD","LU0158827781.USD","LU0466842654.USD","HK0000320223.HKD","LU2125154935.USD","NVDB","BK4592","SG9999015952.SGD","SG9999015358.SGD","LU2999663052.SGD","LU1316542783.SGD","LU1303367103.USD","LU0097036916.USD","LU1244550221.USD","GB00BDT5M118.USD","LU2505996509.AUD","LU2430703251.USD","LU1868836591.USD","BK4566","NVDU","LU2087621335.USD","LU2896262040.SGD","NVDS","LU0077335932.USD","SG9999015978.USD","LU1935042215.USD","HK0000914660.USD","LU0096362180.USD","LU2023250330.USD","LU2381873111.SGD","NVDO","LU0787776722.HKD","LU0417517546.SGD","LU2430703095.HKD","LU0476273544.USD","LU1718418525.SGD","LU1066051811.HKD","BK4598","IE0004445239.USD","LU2092627202.USD","LU2394011477.USD","SG9999014542.SGD","LU1084165304.USD","LU2506951792.HKD","SG9999014898.SGD","LU0215105999.USD","LU2271345857.HKD","LU0786609619.USD","BK4534","IE00BFSS7M15.SGD","LU0354030511.USD","LU0251132253.USD","LU2750360641.GBP","LU0267386448.USD","SG9999002224.SGD","IE00BN29S564.USD","DAMD","LU2456880835.USD","LU0889565833.HKD","LU2065171402.SGD","LU0820561818.USD","LU0557290698.USD","LU0265550946.USD","LU2097344431.USD","IE00BQXX3F31.USD","LU2125909759.SGD","LU2125909593.SGD","IE0009G5SDU7.USD","LU1069344957.HKD","NVDD","IE00BMPRXR70.SGD","LU2125909247.SGD","IE0034235295.USD","IE00BWXC8680.SGD","LU2361044865.SGD","SG9999014567.USD","LU2023251221.USD","LU1623119135.USD","LU0211328371.USD","LU0048584097.USD","LU2242649171.HKD","BK4612","LU2089985449.USD","LU2028103732.USD","NVD3.UK","AMYY","SGXZ51526630.SGD","LU0823421333.USD","BK4587","07788","LU0210528500.USD","LU0345770308.USD","SG9999018857.SGD","IE00B4JS1V06.HKD","LU2191332357.HKD","NVDS.UK","IE00B775SV38.USD","LU0154236417.USD","LU1064131342.USD","LU2249611893.SGD","LU2552382058.USD","LU0289961442.SGD","LU1791710400.SGD","LU2491050071.SGD","IE0004091025.USD","LU2237957902.USD","LU1366192091.USD","LU0708995401.HKD","IE0004445015.USD","LU2458330243.SGD","LU2471134952.CNY","LU2360032135.SGD","LU1629891620.HKD","LU0143551892.USD","LU0868494708.USD","LU1923622291.USD","LU0109391861.USD","LU0353189763.USD","LU0719512351.SGD","LU2954938101.SGD","LU1366333091.USD","IE00BJLML261.HKD","LU2089284900.SGD","SGXZ23171101.USD","LU0256863811.USD","LU0289960550.SGD","LU2290526834.HKD","LU0080751232.USD","LU2168564222.USD","BK4588","BK4608","LU0210533765.USD","LU0820561909.HKD","LU0061474705.USD","BK4527","LU2098885051.SGD","LU0957791311.USD","LU0029864427.USD","LU1861220033.SGD","LU1202635105.USD","SG9999002232.USD","LU0238689110.USD","LU1066051225.USD","LU2413666699.HKD","IE000KEQY171.SGD","LU0256863902.USD","LU2860962120.EUR","SG9999018865.SGD","SG9999000418.SGD","IE00B3M56506.USD","AMUU","LU1691799644.USD","HK0000914686.HKD","LU0061474960.USD","BK4550","LU0342679015.USD","LU0347712357.USD","BK4532","IE0005OL40V9.USD","LU0274383776.USD","NVD","LU2108987350.USD","IE00BK4W5L77.USD","LU0942090050.USD","LU1720051108.HKD","LU2023250504.SGD","LU15510134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看好Agentic AI时代CPU需求爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2641463611","media":"环球市场播报","labels":["rating"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641463611?lang=zh_cn&edition=full","pubTime":"2026-06-05 22:13","pubTimestamp":1780668780,"startTime":"0","endTime":"0","summary":"在AMD公布超预期的第一季度财报及强劲的第二季度指引后，高盛、伯恩斯坦及交银国际等多家机构近期纷纷上调其评级与目标价，核心逻辑均指向Agentic AI驱动的CPU需求正成为公司新的增长引擎。其核心逻辑在于，Agentic AI正成为服务器CPU市场的“中期顺风”，AMD将是企业端采用浪潮中的“超额受益者”。华泰证券在近期报告中指出，Agentic AI时代下，CPU在AI基建中的重要性显著增强，GPU/CPU配置比正从此前的4：1或8：1向1：1演进。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakmqh2688001.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1242518857.USD","LU0889565833.HKD","BK4141","LU0823421333.USD","IE0004445239.USD","AMYY","LU2931357623.SGD","BK4612","LU0823421416.USD","LU1064131342.USD","LU1880398471.USD","LU2458330243.SGD","IE0009356076.USD","AMDG","LU1988902786.USD","AMD","LU0274383776.USD","LU0979878070.USD","BK4588","IE00BMPRXN33.USD","BK4575","LU2250418816.HKD","LU1852331112.SGD","LU2355687059.USD","BK4605","BK4532","BK4529","AMDS","BK4585","LU0082616367.USD","LU0109392836.USD","AMDD","DAMD","LU0127658192.USD","LU1880398554.USD","LU2462591350.SGD","LU0174119429.USD","BK4534","IE00B5949003.HKD","BK4614","LU0081259029.USD","AMDW","BK4566","LU0823434583.USD","LU0786609619.USD","LU2264538146.SGD","AMUU","LU0048584097.USD","AMDY","LU1923623000.USD","LU0251132253.USD","BK4573","LU1989764664.SGD","LU0056508442.USD","LU1242518931.SGD","IE00BMPRXR70.SGD","LU2458330169.SGD","IE00BMPRXQ63.HKD","LU2089985449.USD","LU1803068979.SGD","LU0198837287.USD","BK4512","LU0823434740.USD","LU1951200564.SGD","LU0719512351.SGD","LU1861559042.SGD","LU1316542783.SGD","LU2360106780.USD","LU2860962120.EUR","LU1951198990.SGD","BK4554","LU1861558580.USD","LU2054465674.USD","AMDU","LU0642271901.SGD","AMDL","BK4543","SG9999001424.SGD","LU0390134368.USD","LU2242649171.HKD","LU1303367103.USD","LU2098885051.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2641145467","title":"英伟达、美光科技、超威半导体、英特尔，集体大跌！","url":"https://stock-news.laohu8.com/highlight/detail?id=2641145467","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641145467?lang=zh_cn&edition=full","pubTime":"2026-06-05 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