GranitesShares 2X Long AMD Daily ETF（股票代码：AMDL）在周一夜盘交易中大涨5.03%，引发市场关注。这一涨幅与AMD（Advanced Micro Devices）公司最新宣布的重大合作密切相关。
据报道，AMD与人工智能领域的领先公司OpenAI达成了一项重要协议。根据协议，OpenAI将在未来几年内部署总规模达6吉瓦（GW）的AMD GPU算力，预计从2026年下半年开始。作为交换，AMD向OpenAI授予了最多1.6亿股的认股权证，如果全部行使，OpenAI将可能持有AMD约10%的股份。
这项合作对AMD意义重大，公司首席财务官Jean Hu表示，预计将为AMD带来数百亿美元的新收入。此外，这也标志着AMD在人工智能芯片市场上对英伟达的挑战。市场分析师认为，尽管这对英伟达的影响可能有限，但确实显示了AMD在AI领域的野心和潜力。投资者对这一消息反应积极，推动了与AMD相关的ETF价格上涨。
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