8月8日，超微电脑盘中上涨5.14%，报30.89美元/股，成交额5.5亿美元。
消息面上，高盛指出AI基础设施相关企业贡献了标普500指数二季度约三分之一的盈利增长，预计这一比例在下半年至明年将提升至50%以上，AI板块普涨带动市场情绪。同时，超微电脑将于8月11日发布最新财报，市场一致预期本季度营收为115.51亿美元，同比增长96.02%，调整后每股收益同比增长118.21%。此前公司披露第四财季毛利率大幅上修至15%-17%、单季新订单突破600亿美元，积压订单创历史新高，为即将公布的业绩奠定乐观基调。
（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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