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。
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.