GRANITESHARES 2X LONG AMD DAILY ETF（股票代码：AMDL）今日盘前大涨5.16%，引发市场广泛关注。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。AMD首席财务官Jean Hu表示，预计这项合作将为AMD带来数百亿美元的新收入。
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。知名分析师郭明𫓹指出，从供应链角度来看，AMD目前的CoWoS订单足以满足部署1吉瓦MI450的需求。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。作为一个放大AMD股票表现的杠杆ETF，GRANITESHARES 2X LONG AMD DAILY ETF的涨幅更为显著。
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.