7月9日，GLOBALFOUNDRIES盘中上涨5.08%，报71.25美元/股，成交额2993.23万美元。
消息面上，AI算力领域利好消息带动光通信及半导体板块全线拉升。资本开支层面，Meta今年计划落地7吉瓦AI基础设施，全年AI基建投入最高达1450亿美元，占据全球科技巨头全年7000亿美元AI总支出重要份额。机构指出光通信板块维持高景气度，板块内Lumentum涨超12%，Ciena、康宁涨超9%。GLOBALFOUNDRIES此前已与Sivers半导体达成合作开发面向AI的光子学解决方案，瞄准数据中心共封装光学市场，受益于AI算力扩张逻辑。同行业中，美光科技涨7.71%，美国超微公司涨7.33%，英特尔涨4.37%。
（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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