7月21日，GLOBALFOUNDRIES盘前上涨5.26%，报59.5美元/股，成交额23.92万美元。
消息面上，半导体板块集体走强，AMD发布首款机架级AI系统Helios并获微软加入采购阵营，叠加Hut 8签署总价值98亿美元的算力租赁协议，AI基础设施需求持续升温，带动整个半导体产业链反弹。同行业个股中，美光科技涨6.25%，SK海力士涨6.32%，英特尔涨5.74%，AMD涨4.09%。GLOBALFOUNDRIES作为全球领先的纯代工厂，近期已完成收购新思科技处理器IP业务并与美国能源部Genesis Mission达成AI半导体合作，AI产业链扩产主题对其估值形成支撑。
（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.