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美股CPU双雄今日大涨 板块迎来复兴潮 两大巨头引领半导体行情

金吾财讯
May 08

金吾财讯 | 美股CPU双雄今日大涨。AMD(AMD)股价上涨5.86%，报432.4美元/股。英特尔(INTC)股价上涨4.81%，报114.9美元/股。5 月以来，CPU 巨头表现亮眼：5 月 1 日，英特尔股价突破 100 美元，创历史新高，市值突破 5000 亿美元，从曾经被市场看衰实现强势翻身，其背后得益于苹果、特斯拉等企业的合作意向，以及先进工艺的量产落地。5 月 5 日，AMD 发布 2026 年一季度财报，业绩全面超预期，数据中心收入同比大增 57%，绩后股价大涨近 20%，其 CPU 与 GPU 业务双轮驱动增长，二季度 CPU 收入预计增幅超 70%。两大巨头集体爆发的核心逻辑的是 AI 智能代理时代的到来，CPU 作为 AI 执行任务、调用工具的关键载体，价值被严重低估。值得关注的是，相关期权交易表现剧烈，英特尔一款行权价 110 美元的期权，从 0.1 美元涨至 6.1 美元，涨幅达 60 倍，后因正股回落单日暴跌 63%；AMD 一款行权价 387.5 美元的期权，借财报利好从 2.03 美元涨至 47.5 美元，涨幅超 23 倍，不过后续受隐含波动率下降影响出现回落。

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