6月2日，超微电脑夜盘上涨5.23%，报49.33美元/股，成交额980.79万美元。消息面上，同属电脑硬件板块的慧与科技发布强劲季度财报后股价飙升逾27%，叠加此前戴尔科技第一财季每股盈利4.86美元远超分析师预期的2.88美元，AI服务器需求强劲增长得到连续验证，板块联动效应显著。
超微电脑近期基本面持续向好：公司与Arm合作推出企业级智能体AI节能机架级基础设施，并发布英伟达Vera Rubin NVL72的DCBBs蓝图，覆盖5兆瓦至1吉瓦可扩展方案，产品线与订单管线持续扩展。瑞穗近日将公司目标价从36美元上调至44美元。
（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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