10月2日，超微电脑盘中上涨5.65%，报44.29美元/股，成交额4.52亿美元。
消息面上，公司近期正式启动NVIDIA Vera Rubin NVL72机架系统出货，每套机架集成72颗Rubin GPU与36颗Vera CPU，并搭载公司自研DLC-2液冷技术，支持从5兆瓦到吉瓦级数据中心部署。此外，思科此前宣布与超微电脑合作，将高密度液冷及风冷计算系统纳入其与英伟达共同打造的Secure AI Factory方案，计划于10月起正式提供超微电脑计算解决方案，进一步打开AI算力基建市场空间。期权市场近期大单情绪亦持续偏多，多笔百万美元级看涨组合显示资金对公司中期走势保持积极预期。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.