9月15日，美国超微公司盘中上涨3.48%，报510.62美元/股，成交额15.7亿美元。半导体板块集体超跌反弹与近期多重利好叠加共同推升股价。
消息面上，前一交易日费城半导体指数重挫超5%，AMD单日大跌5.53%，板块遭遇系统性抛压。今日开盘后芯片股集体回暖，费城半导体指数涨幅扩大至3%，英特尔涨超3%、高通涨超3%、AMD涨超2%，超跌修复情绪明显。此外，近期AMD基本面利好密集释放：公司将2030年AI总可寻址市场规模预期大幅上调至2万亿美元；Piper Sandler首次覆盖给予"增持"评级及600美元目标价，称其为"智能体AI最佳受益标的"；TrendForce数据显示AMD已超越高通升至全球第三大无晶圆芯片设计企业，Q2营收同比增长50%。期权市场亦出现超1400万美元远月看涨组合，看多情绪主导。不过，CEO苏姿丰近期合计约5000万美元减持计划仍是短期压制因素，投资者需关注后续走势。
（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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