7月21日，GLOBALFOUNDRIES盘中上涨5.05%，报59.68美元/股，成交额2.08亿美元。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。同业个股中，美光科技涨12.44%，英特尔涨8.84%，AMD涨7.61%，台积电涨5.56%。
公司层面，GLOBALFOUNDRIES近期已完成收购新思科技ARC处理器IP业务并纳入MIPS旗下AI组合，同时与美国能源部Genesis Mission达成AI半导体合作，并获Arete上调评级至买入、目标价上修至95美元，AI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。）
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