9月9日，美国超微公司盘中上涨3.53%，报523.76美元/股，成交额23.29亿美元。
消息面上，AMD在花旗全球TMT大会上将2030年AI总可寻址市场规模从此前1万亿美元大幅上调至2万亿美元，数据中心业务预计2027年翻倍至约700亿美元，其中AI GPU贡献约400亿美元。公司已锁定290亿至300亿美元采购承诺，Meta、OpenAI和Anthropic三大锚定客户涉及多吉瓦级部署。MI450将于第三季度量产出货并于第四季度放量。同时，OpenAI宣布将继续使用AMD加速器，进一步确认其在多元芯片供应链中的核心地位。期权市场当日出现744万美元双买Call组合及124.8万美元合成看涨远期布局，大单资金情绪明确偏多。
（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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