9月21日，美国超微公司盘中上涨4.74%，报593.855美元/股，成交额29.85亿美元。
消息面上，有报道称AMD已通知客户自第四季度起全系列芯片产品价格上调约10%，覆盖AI加速芯片、消费级GPU及主板芯片组，主因台积电晶圆代工成本持续抬升，AMD选择将成本压力向下游全额传导。与此同时，MLPerf Inference v6.1基准测试结果显示，AMD以512个Instinct MI355X GPU达成575万tokens/秒，刷新AI推理纪录，提振市场对其AI算力竞争力的信心。此外，花旗研报指出市场对AI支出放缓的担忧已被过度计价，半导体板块延续超跌修复反弹态势，英特尔同日涨7.27%、美光科技涨3.37%。
（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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