英伟达和AMD股价上涨，美国银行表示，这两家公司在与沙特的人工智能基础设施项目中拥有数以十亿计美元的商机。

　　“我们估计这些项目每年可能达30亿至50亿美元左右，或者数年内合计150亿至200亿美元左右，”美国银行写道。

　　该公司认为英伟达和AMD是沙特项目的主要受益者，同时也强调，博通、美满、光通信、内存、半导体设备和晶圆代工生态体系中的网络配套厂商也有望获益。

　　该公司对英伟达、AMD、美满和博通的评级为买入；将英伟达目标价从150美元升至160美元，AMD目标价从120美元升至130美元。

　　英伟达上涨3.4%，AMD上涨8.6%；AMD还宣布了60亿美元股票回购计划。

　　相关新闻：特朗普中东之行 开启英伟达等公司人工智能相关交易的闸门

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