8月4日，美国超微公司盘前上涨3.09%，报498.95美元/股，成交额2342.55万美元。
消息面上，半导体研究机构SemiAnalysis披露，AMD于去年底至今年初分别与Meta和OpenAI达成基于业绩的认股权证协议，认股权证将根据两家公司采购并部署最高6GW AMD Instinct GPU的情况分批归属，同时AMD股价需突破阶梯式目标（最高至600美元）。据估算，随着AMD股价从年初约200美元上涨至当前500-600美元区间，Meta和OpenAI的GPU资本成本已从约2.15美元/小时和2.50美元/小时分别降至约1.60美元/小时和1.75美元/小时；若股价升至600-700美元，GPU资本成本将趋近于零。此外，公司将于今日盘后发布第二季度财报，市场一致预期营收约113亿美元，同比增长约52%。
（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。）
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.