异动解读 | AMD与OpenAI达成重磅合作,GRANITESHARES 2X LONG AMD DAILY ETF盘中大涨13.44%

异动解读
Oct 07

周二交易时段,GRANITESHARES 2X LONG AMD DAILY ETF(股票代码:AMDL)盘中大涨13.44%,引发市场广泛关注。这一显著涨幅与AMD(Advanced Micro Devices)公司最新宣布的重大合作密切相关。

据报道,AMD与人工智能领域的领军企业OpenAI达成了一项重要协议。根据该协议,OpenAI将在未来几年内部署总规模达6吉瓦(GW)的AMD GPU算力,预计从2026年下半年开始。作为交换,AMD向OpenAI授予了最多1.6亿股的认股权证,如果全部行使,OpenAI将可能持有AMD约10%的股份。AMD首席财务官Jean Hu表示,预计这项合作将为公司带来数百亿美元的新收入。

市场分析师认为,尽管这对英伟达的影响可能有限,但确实显示了AMD在AI领域的野心和潜力。天风国际证券分析师郭明𫓹指出,从供应链角度来看,AMD目前的2026年CoWoS订单量预计为6-8万片,足以满足部署1吉瓦MI450的需求。此外,这项合作也将明显利好高带宽内存(HBM)与UALink(GPU互联技术)供应链。投资者对这一消息反应积极,推动了与AMD相关的ETF价格上涨。作为一个放大AMD股票表现的杠杆ETF,GRANITESHARES 2X LONG AMD DAILY ETF的涨幅更为显著,反映了市场对AMD未来在AI芯片市场竞争力的看好。

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