9月4日，美国超微公司盘中上涨3.05%，报470.07美元/股，成交额16.21亿美元。
消息面上，半导体板块当日集体走强，迈威尔科技涨4.43%、美光科技涨4.09%、英特尔涨2.96%、英伟达涨2.65%，板块整体上行为AMD提供支撑。个股层面，AMD在IFA 2026上公布Threadripper Halo Station工作站，基于96核锐龙处理器搭配双Instinct MI350P加速器，支持超1T参数大模型本地运行，展现其在AI端侧算力的布局深化。此外，AMD联手思科与沙特AI公司HUMAIN的算力基础设施已正式投产，基于Instinct MI355X GPU以GPUaaS模式提供训练与推理服务，远期目标2030年达1吉瓦规模。当日期权市场亦出现153万美元远期牛市看跌价差，机构以防守式策略押注中长期强势。
（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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