7月6日，超威半导体盘中上涨3.03%，报543.11美元/股，成交额9.06亿美元。消息面上，高盛将AMD目标价从450美元大幅上调至640美元，华尔街最高目标价已达700美元，机构普遍看好其计算业务前景。此前富国银行亦将目标价从505美元上调至615美元，花旗看好AMD下半年GPU市场份额提升，多家机构密集看多形成共振。
行业层面，半导体板块集体走强，费城半导体指数成分股普涨。此外，AMD已通知AIB合作伙伴将独立显卡GPU+GDDR套料供货价格上调约10%并于7月落地执行，显示公司在GDDR显存供应紧张背景下具备成本转嫁能力。日本自动驾驶企业Turing亦宣布获AMD Ventures注资并开始采用AMD AI加速器，进一步拓宽AI应用生态。
（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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