消息面上,AMD此前举办Advancing AI 2026大会后获Futurum(目标价800美元)、瑞银(730美元)、Cantor Fitzgerald(700美元)等多家投行集中上调目标价,同日宣布在韩国设立AI卓越中心。然而密集利好已于7月24日起持续释放,当日即因半导体板块系统性抛压下跌3.63%,本次下跌系"利好出尽"式获利回吐的延续。同板块中英伟达同步下跌1.93%,半导体板块整体承压。公司将于8月4日盘后发布二季报,市场在财报窗口期倾向于兑现前期涨幅。
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