金吾财讯 | 美股CPU概念表现强势，截至发稿，Arm Holdings（ARM）涨12.24%，英特尔（INTC）涨10.82%，美国超微公司（AMD）涨8.74%，高通（QCOM）涨4.74%，英伟达（NVDA）涨0.49%。消息面上，花旗将2030年CPU市场规模预测由此前的1370亿美元大幅上调至2370亿美元，相比2025年的290亿美元，对应年复合增长率约52%。其中增长最快的，并不是传统PC CPU，而是面向Agentic AI的新一代服务器CPU。
金吾财讯 | 美股CPU概念表现强势，截至发稿，Arm Holdings（ARM）涨12.24%，英特尔（INTC）涨10.82%，美国超微公司（AMD）涨8.74%，高通（QCOM）涨4.74%，英伟达（NVDA）涨0.49%。消息面上，花旗将2030年CPU市场规模预测由此前的1370亿美元大幅上调至2370亿美元，相比2025年的290亿美元，对应年复合增长率约52%。其中增长最快的，并不是传统PC CPU，而是面向Agentic AI的新一代服务器CPU。
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