8月25日，超微电脑盘中涨超7%，报37.78美元/股，成交额3.34亿美元。
消息面上，思科宣布与超微电脑达成合作，将高密度液冷和风冷计算系统纳入其与英伟达联合推出的"安全AI工厂"（Secure AI Factory）解决方案，支持万亿参数训练及高吞吐推理等AI工作负载，预计今年10月起通过该方案提供超微电脑计算解决方案。此次合作标志着超微电脑在AI算力基建领域获得重量级渠道扩展，有助于强化其在企业级及主权云市场的竞争地位。
值得注意的是，同日台湾检方起诉九人涉嫌走私AI服务器至中国，其中包括两名超微电脑员工。不过此前公司已完成独立调查，确认高级管理层对相关转运计划不知情，并已采取解雇等人事措施。
超微电脑是总部位于硅谷的加速计算平台供应商，提供应用优化的高性能服务器和存储系统，适用于企业数据中心、云计算、人工智能、5G和边缘计算等市场。
（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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