8月19日，美国超微公司盘中下跌3.29%，报469.39美元/股，成交额18.24亿美元。
消息面上，据半导体研究机构SemiAnalysis报告，谷歌正与AMD合作开发第十代TPU，该芯片拟结合谷歌TPU与AMD CPU核心共同封装设计，面向强化学习与代理工作负载优化。尽管该合作标志着AMD首次涉足定制AI ASIC领域，Wedbush称若属实或引发行业巨变，但市场对短期执行风险反应偏谨慎。此外，期权市场当日出现240万美元实值Put大单及熊市看跌价差组合，空头力量主导后市情绪。半导体板块整体承压，博通跌4.85%，英伟达跌0.43%，美光科技跌1.04%，行业抛压延续。
（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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