7月6日，AMD夜盘上涨3.22%，报532.53美元/股，成交额1338.5万美元。消息面上，此前AMD已正式通知AIB合作伙伴，将独立显卡GPU+GDDR套料供货价格上调约10%并于7月落地执行，显示GDDR显存供应紧张背景下公司具备成本转嫁能力。此外，富国银行此前将AMD目标价从505美元上调至615美元，维持跑赢大盘评级。
板块层面，半导体产品行业整体反弹，美光科技涨6.3%、英特尔涨4.33%、迈威尔科技涨4.22%、博通涨1.64%、英伟达涨0.55%，此前费城半导体指数因Meta出租算力引发供给过剩担忧单日暴跌5.44%，当前反弹或反映超跌修复与存储超级周期基本面支撑。
（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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