9月9日， 2倍做多AMD ETF-GraniteShares盘中上涨8.12%，报60.10美元/股，成交额7245.99万美元。该ETF为AMD股价的2倍杠杆产品，AMD同日涨幅近6%，带动该ETF放大上行。
消息面上，AMD在花旗全球TMT大会上将2030年AI总可寻址市场规模（TAM）预期从此前1万亿美元大幅上调至2万亿美元，同时披露Meta等核心客户对Helios机架系统的实际下单量已超出初始协议，宏观预期与微观订单双重背书提振市场信心。此外，OpenAI宣布将继续使用AMD加速器，AMD作为多元芯片供应链重要一环获得市场关注，半导体板块集体走强进一步推升做多情绪。
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