金吾财讯 | 美股CPU概念股普涨，截至发稿，Arm Holdings(ARM)涨6.80%，美国超微公司(AMD)涨5.17%，高通(QCOM)涨2.85%，英特尔(INTC)涨2.54%。消息面上，多家大行近期纷纷唱多CPU市场。瑞银研究预测，全球服务器CPU的潜在市场规模将从2025年的约300亿美元，增长至2030年的约1700亿美元。摩根士丹利也认为，随着AI智能体爆发，AI基础设施正从以GPU为主，转向“CPU+内存+系统协同”架构，为此该行上调全球服务器CPU的市场规模预测为：到2030年全球服务器CPU市场规模将达到1250亿美元。
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.