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美国超微公司(AMD)
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雷神0619
·
05-01 21:01
$美国超微公司(AMD)$
5月1日消息，诺基亚宣布将固定无线接入业务出售给美国一家无线宽带企业Inseego，交易预计2026年底前完成，诺基亚将获得Inseego价值约2000万美元的股票和认股权证，相当于持有Inseego约7%的股权。在交易正式交割时，诺基亚还将追加1000万美元的投资，使其在Inseego的持股比例最终达到约11%。美国三大电信运营商巨头均是Inseego客户。
$美国超微公司(AMD)$ 5月1日消息，诺基亚宣布将固定无线接入业务出售给美国一家无线宽带企业Inseego，交易预计2026年底前完成，诺基亚将获得I...
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木头姐每天交易了什么
·
05-01 09:48
木头姐今天买入3000万美元谷歌 卖出5600万美元AMD
纳指涨幅+0.89%、标普涨幅+1.02% 今天五一，不知道你们有没有出去玩，早上小孩要喝奶，就很早的起来，先说美股，昨晚小幅低开盘中高走模式，叠加这两天科技股财报，先是谷歌财报大涨+10%，接着苹果财报，第二财季营收1,111.8亿美元，同比增长17%，预估1,096.6亿美元，涨超+2%，脸书、微软就比较走弱，虽然达到预期，但是后面的营收预期也在增长，毕竟支出这么大，还是要看到产出比的。 木头姐今天买入3000万美元谷歌，2900万美元脸书。已经连续2天加仓谷歌，看的我也是心痒痒的。 卖出5600万美元AMD，这是提前避险吗？毕竟5号财报就要出了。
木头姐今天买入3000万美元谷歌 卖出5600万美元AMD
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Alex_0099:
clasaic move, AMD dive most time after ER.
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Cadi Poon
·
05-01 08:55
第一位出场的毫无疑问的是AMD CEO苏姿丰（Lisa Su），这位想必大家也十分了解。 她从小就对数学和科学表现出极高天赋，凭借出色的成绩就读麻省理工学院，学习电气工程，并一路完成本硕博三大学位！毫无争议的「女学霸」。在MIT期间，她研究的是当时前沿的「绝缘体上硅（SOI）」技术，这项技术后来成为提升芯片性能的重要方向。 毕业后，她进入半导体行业，从最底层的工程师一路成长为高管，先后在德州仪器、IBM等多家高科技公司担任关键职位，外界对她的评价是：不是「管理型CEO」，而是纯技术背景出身的决策者。
第一位出场的毫无疑问的是AMD CEO苏姿丰（Lisa Su），这位想必大家也十分了解。 她从小就对数学和科学表现出极高天赋，凭借出色的成绩就读麻省理工学...
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人间花开
·
05-01 07:06
$美国超微公司(AMD)$
$美国超微公司(AMD)$
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大条老虎
·
05-01 01:10
$美国超微公司(AMD)$
业绩亮丽 屡创新高[强]
$美国超微公司(AMD)$ 业绩亮丽 屡创新高[强]
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价值大作手
·
04-30 22:02
$美国超微公司(AMD)$
所有迹象都指向，由于AI代理需求，企业级CPU出现了前所未有的新需求。在这方面，没有公司比AMD（以及英特尔）更能从中受益了。英特尔在财报中表现超预期，就是因为这次AI推动带来的、意料之外的CPU需求。AMD应该也在大量销售高核心数的EPYC Zen 5 CPU和Threadripper处理器。这应该会在接下来的财报中带来不错的增长（虽然可能已经部分反映在股价里了）。如果没体现出来，那就出问题了。看起来他们正在优先推出即将到来的Zen 6 Venice，这会是首款2纳米工艺的Zen 6芯片。如果市场真的在渴求性能强劲的企业级CPU，这些256核、512线程的“怪兽”应该会非常畅销。
$美国超微公司(AMD)$ 所有迹象都指向，由于AI代理需求，企业级CPU出现了前所未有的新需求。在这方面，没有公司比AMD（以及英特尔）更能从中受益了。...
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期权小班长
·
04-30 01:29
又到了检验资本支出的时刻
$英特尔(INTC)$
非常离谱的涨势，我以为昨天推荐sell put太激进了，没想到还是保守了。看涨开仓有一些买入大单，比如
$INTC 20260821 110.0 CALL$
$INTC 20260618 130.0 CALL$
，不过看成交情况不排除今天高位平仓了。 看跌期权开仓跟预期价位差不多，70左右，sell put可以考虑这个行权价，或者等回调再上车。 对于有持仓的人来说，有一件事需要想清楚，有概率回调并不意味着现在需要平仓。可能有人想做个高卖低买，但今年这样操作真的很容易卖飞。
$英伟达(NVDA)$
维持昨天观点，高位震荡，sell put200。
$美国超微公司(AMD)$
预期是回调300或者280，sell put可以考虑300。
$微软(MSFT)$
微软和甲骨文吃亏在归属了软件概念股。对于财报业绩，Azure云毫无意外肯定是首要推动力，但其他业务就不太好说了。本财报季里资本支出应该不会像Q1成为科技公司的拖累项目，但如果资本支出下跌或者持平，芯片股可能会继续回调。 看涨期权开仓
又到了检验资本支出的时刻
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CVB:
英特尔又卖飞了 [捂脸]
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笃行吾道
·
04-29
$美国超微公司(AMD)$
我预期AMD在下周财报后能突破400美元。
$美国超微公司(AMD)$ 我预期AMD在下周财报后能突破400美元。
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不求暴富只求回本
·
04-30 09:58
$美国超微公司(AMD)$
AI支出看样子在全面增加，这对AMD应该是个利好。
$美国超微公司(AMD)$ AI支出看样子在全面增加，这对AMD应该是个利好。
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笃行吾道
·
04-30 05:28
$美国超微公司(AMD)$
芯片领域还有数百亿美元的资金正在涌入，投资热度很高。我看AMD在2026年到600美元，就这么简单。
$美国超微公司(AMD)$ 芯片领域还有数百亿美元的资金正在涌入，投资热度很高。我看AMD在2026年到600美元，就这么简单。
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公司概况
公司名称
美国超微公司
所属市场
NASDAQ
成立日期
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员工人数
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办公地址
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公司网址
http://ir.amd.com
邮政编码
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联系电话
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联系传真
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公司概况
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。
04-29 12:00
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-24
关联方拟减持公告
Form 144 | AMD 高管 MARK PAPERMASTER 拟减持31,320股，拟套现约10,962,000美元
Form 144 | AMD 高管 MARK PAPERMASTER 拟减持31,320股，拟套现约10,962,000美元
04-16
关联方拟减持公告
Form 144 | AMD高管 MARK PAPERMASTER 拟减持27109股，拟套现约745.50万美元
Form 144 | AMD高管 MARK PAPERMASTER 拟减持27109股，拟套现约745.50万美元
04-15
关联方拟减持公告
Form 144 | AMD高管Mark Papermaster拟减持6000股，总价约153万美元
Form 144 | AMD高管Mark Papermaster拟减持6000股，总价约153万美元
04-07
关联方拟减持公告
Form 144 | AMD高管 Mark Papermaster 拟减持3293股，总价约74万美元
Form 144 | AMD高管 Mark Papermaster 拟减持3293股，总价约74万美元
03-12
关联方拟减持公告
Form 144 | Advanced Micro Devices 董事 Lisa Su 拟减持8.5万股，总价约1741万美元
Form 144 | Advanced Micro Devices 董事 Lisa Su 拟减持8.5万股，总价约1741万美元
03-12
关联方拟减持公告
Form 144 | AMD高管 Paul Darren Grasby 拟减持7500股，总价约153万美元
Form 144 | AMD高管 Paul Darren Grasby 拟减持7500股，总价约153万美元
03-04
关联方拟减持公告
Form 144 | AMD高管 Mark Papermaster 拟减持3034股，总价约60.7万美元
Form 144 | AMD高管 Mark Papermaster 拟减持3034股，总价约60.7万美元
02-24
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-18
关联方拟减持公告
Form 144 | ADVANCED MICRO DEVICES, INC. 高管 Ava Hahn 拟减持286股，总价约56813.90美元
Form 144 | ADVANCED MICRO DEVICES, INC. 高管 Ava Hahn 拟减持286股，总价约56813.90美元
02-18
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-18
关联方拟减持公告
Form 144 | AMD高管 Jean Hu 拟减持19956股，总价约402万美元
Form 144 | AMD高管 Jean Hu 拟减持19956股，总价约402万美元
02-11
关联方拟减持公告
Form 144 | AMD高管 Lisa Su 拟减持125,000股，总价约2,669.63万美元
Form 144 | AMD高管 Lisa Su 拟减持125,000股，总价约2,669.63万美元
02-11
关联方拟减持公告
Form 144 | AMD高管 Forrest Norrod 拟减持19450股，总价约421.69万美元
Form 144 | AMD高管 Forrest Norrod 拟减持19450股，总价约421.69万美元
02-04
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
分时
5日
日
周
月
数据加载中...
最高
362.79
今开
351.87
量比
0.65
最低
349.25
昨收
354.49
换手率
2.13%
热议股票
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