9月4日，超微电脑盘中上涨5.03%，报39.77美元/股，成交额6.86亿美元。
消息面上，戴尔近日发布的Q2财报大幅超预期，营收470亿美元，同比增长58%，非GAAP每股收益7.04美元，同比暴增203%，全年营收指引从约1670亿美元大幅上调至1920亿美元。戴尔AI优化服务器单季营收达164亿美元，同比翻倍，订单创纪录达609亿美元，积压订单高达950亿美元，AI服务器需求持续爆发为同业超微电脑带来强烈提振。此外，半导体板块当日集体走强，闪迪涨8.48%、希捷科技涨4.93%、西部数据涨4.24%，板块整体上行情绪为超微电脑提供额外支撑。此前超微电脑亦宣布与思科合作扩展安全AI工厂方案，AI算力基础设施布局持续推进。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.