美股详情

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美国超微公司

112.46

+4.344.01%

盘后：113.440.9800+0.87%19:59 EDT

成交量：5,565.95万

成交额：62.13亿

市值：1,823.43亿

市盈率：82.11

高：113.13

开：109.60

低：109.00

收：108.12

数据加载中...

总览公司新闻资讯公告

AMD与沙特AI公司HUMAIN 达成 100 亿美元合作

特朗普首次出访聚焦AI芯片协议，黄仁勋、苏姿丰将前往中东

凤凰网科技

特朗普出访海湾国家美国科技公司英伟达和 AMD 签订人工智能协议

环球市场播报

芯片巨头助力沙特建AI工厂：英伟达供1.8万芯片，AMD也参与

AMD与沙特人工智能公司Humain达成100亿美元的战略合作

AMD(AMD.O)：根据协议，双方将投资高达100亿美元，在未来5年内部署500兆瓦的人工智能算力。

美国超微公司盘中异动股价大涨3.02%报111.39美元

美国白宫：谷歌、DataVolt、甲骨文、Salesforce、AMD和优步承诺在美国和沙特投资800亿美元。

美国拟向阿联酋和沙特AI公司出口数十万枚芯片

老虎资讯综合

【产业信息速递】AMD表示担忧

北京半导体行业...

美国超微公司5月12日成交额为54.81亿美元

美国超微公司2025财年第一财季实现净利润7.09亿美元，同比增加476.42%

超威半导体FY25Q1业绩点评及业绩说明会纪要：数据中心和客户端业务持续改善推动业绩快速增长

MiTAC 神云科技发布搭载最新AMD EPYC™ 4005系列处理器产品

超威半导体：2025年AIGPU销售额65亿美元客户端产品ASP显著提升

美国超微公司盘中异动早盘股价大涨6.39%

台积电美国三座新厂产能预订一空！苹果、NVIDIA、AMD抢着要

Ofweek光电信息网

最强国产X86 CPU曝光：128核，512线程，性能直追intel/AMD

Ofweek维科网

美股夜盘 | 明星科技股集体大涨！特斯拉涨近5%，AMD、Palantir均涨超3%

老虎资讯综合

AMD发布一季度财报预估美国出口管制将造成15亿美元收入影响

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03:27","pubTimestamp":1747164420,"startTime":"0","endTime":"0","summary":"　　周二美股盘中，英伟达涨超6%，最近五天迄今累计涨幅超过14%。消息面上，芯片巨头英伟达和AMD将向沙特阿拉伯人工智能公司Humain供应半导体产品，用于其大型数据中心项目。　　Humain宣布与英伟达建立战略合作伙伴关系，在沙特建设AI工厂。　　当前，英伟达和AMD等芯片巨头正在努力扩大其AI加速器芯片的客户群，这类芯片用于开发人工智能软件。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-05-14/doc-inewnkck6484651.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NVDY","LU0943347566.SGD","SGXZ99366536.SGD","IE0004091025.USD","LU0823421333.USD","LU1066053197.SGD","LU2505996681.GBP","LU0708995401.HKD","LU1066051811.HKD","LU1778281490.HKD","LU1852331112.SGD","NVD2.UK","2NVD.UK","NVDD","NVD3.UK","LU1814569148.SGD","LU0215105999.USD","LU2168564222.USD","LU1127390331.HKD","LU0353189680.USD","NVDS","NVDU","LU2420271590.USD","SNVD.UK","3NVD.UK","LU0267386448.USD","LU1084165304.USD","LU2471134796.USD","NVD","NVIW.SI","SG9999014559.SGD","LU1804176565.USD","159813","NVDX","LU2381873111.SGD","LU2098885051.SGD","AMD","GFS","NVDA","BK4581","LU1069344957.HKD","LU2250418816.HKD","LU0187121727.USD","NVDS.UK","LU1951198990.SGD","LU2452424414.USD","LU2746668461.USD","LU0061474705.USD","LU1267930573.SGD"],"gpt_icon":1},{"id":"2535029704","title":"AMD与沙特人工智能公司Humain达成100亿美元的战略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2535029704","media":"格隆汇","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535029704?lang=zh_cn&edition=fundamental","pubTime":"2025-05-14 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股价大涨3.02%报111.39美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2535570359","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535570359?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 22:58","pubTimestamp":1747148291,"startTime":"0","endTime":"0","summary":"北京时间2025年05月13日22时58分，美国超微公司股票出现异动，股价快速上涨3.02%。截至发稿，该股报111.39美元/股，成交量1658.58万股，换手率1.02%，振幅2.15%。最近的财报数据显示，该股实现营业收入74.38亿美元，净利润7.09亿美元，每股收益0.44美元，毛利34.20亿美元，市盈率81.24倍。美国超微公司股票所在的半导体行业中，整体涨幅为2.98%。消息层面，截至22时58分，《最强国产X86 CPU曝光：128核，512线程，性能直追intel/AMD》资讯为影响美国超微公司的重要信息。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051322581294f5b7e4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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12:53","pubTimestamp":1747112035,"startTime":"0","endTime":"0","summary":"并获得英伟达及AMD的技术支持。","market":"us","thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDA","AMD"],"gpt_icon":0},{"id":"2535618746","title":"【产业信息速递】AMD表示担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2535618746","media":"北京半导体行业...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535618746?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 10:56","pubTimestamp":1747104975,"startTime":"0","endTime":"0","summary":"AMD在周二的财报电话会议上表示，这一业绩预期源于4月份针对其MI308芯片实施的出口限制。AMD预计，本季度数据中心收入将下降，原因是该产品销售额将减少7亿美元。AMD 股价此前因发布乐观的季度财报上涨逾 7%，但在该公司披露中国销售影响后出现下跌。AMD 上个月曾表示，由于新的出口规则，预计将产生约 8 亿美元的支出。AMD第一季度销售额增长36%，达到74亿美元，超过预期的71.2亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513175550a47c8a14&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:15","pubTimestamp":1747098959,"startTime":"0","endTime":"0","summary":"美东时间2025年5月12日，美国超微公司成交额为54.81亿美元，成交额较昨日增加68.51%，当日成交量为5054.34万股。美国超微公司于2025年5月12日涨5.13%，报108.12美元，该股过去5个交易日涨7.49%，年初至今跌10.49%，过去60日跌3.3%。2022年，该公司收购了现场可编程门阵列领导者赛灵思，以实现业务多元化，并增加其在数据中心和汽车等关键终端市场的机会。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513091608a6dcd751&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1747065635,"startTime":"0","endTime":"0","summary":"5月13日，美国超微公司公布财报，公告显示公司2025财年第一财季净利润为7.09亿美元，同比增加476.42%；其中营业收入为74.38亿美元，同比增加35.90%，每股基本收益为0.44美元。从资产负债表来看，美国超微公司总负债136.69亿美元，其中短期债务9.47亿美元，资产负债比为5.24，流动比率为2.81。机构评级：截至2025年5月13日，当前有44家机构对美国超微公司目标价做出预测，其中目标均价为128.57美元，其中最低目标价为75.00美元，最高目标价为200.00美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513000043a47b9a8e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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亿美元，同比大幅增长主要系收入增长所致。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513141158a47c46cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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神云科技发布搭载最新AMD EPYC™ 4005系列处理器产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2535754920","media":"砍柴网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535754920?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 00:00","pubTimestamp":1747065600,"startTime":"0","endTime":"0","summary":"MiTAC 搭载 AMD EPYC 4005 系列处理器的服务器具有内置的可管理性和安全功能,是 24/7 全天候运行、降低运营成本和提高数据中心环境整体效率的完美选择。该系统支持5个单路 AMD EPYC 4005 系列节点,具有出色的可扩展性和性能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505131034139757cdbf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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客户端产品ASP显著提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2535711710","media":"第一上海","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535711710?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 00:00","pubTimestamp":1747065600,"startTime":"0","endTime":"0","summary":"出口管制将损失15 亿销售额，全年AI GPU 销售额将达65 亿美元：本季度数据中心营收同比增长57.2%达36.7 亿美元。MI308 系列因出口限制导致8 亿美元的库存，折合15 亿美元的销售额下滑，其中下季度将体现8 亿美元。预计公司2025 全年AI GPU 销售额有望同比增长29.5%达65 亿美元。公司指引2025 年渠道库存去化完成后游戏产品销售额有望恢复正常，嵌入式收入下半年受益于测量、通信及航天需求增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513165122a6dd44b5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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早盘股价大涨6.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2534275262","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534275262?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 21:36","pubTimestamp":1747056979,"startTime":"0","endTime":"0","summary":"北京时间2025年05月12日21时36分，美国超微公司股票出现异动，股价快速拉升6.39%。截至发稿，该股报109.41美元/股，成交量612.072万股，换手率0.38%，振幅1.75%。美国超微公司股票所在的半导体行业中，整体涨幅为4.28%。消息层面，截至21时36分，《美股最新评级 | 华泰证券维持超威半导体买入评级，目标价149美元》资讯为影响美国超微公司的重要信息。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512213620a47b791f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:54","pubTimestamp":1747040040,"startTime":"0","endTime":"0","summary":"有行业消息称，台积电在美国的后续三座新厂产能已经陆续被客户预订一空，苹果、英伟达、AMD、高通、博通等美国大厂，出于地缘政治和异地支持生产需求的考虑，纷纷提前锁定台积电美国厂的产能。台积电美国新厂近期频频传出生产良率提升的好消息，这进一步增强了美系客户的下单意愿，不仅第三座新厂已经提前动土，后续计划扩充的三个厂的产能也已被预订。据行业观察，台积电的海外厂区，特别是美国厂的稳步扩产，让美国客户感到安心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051217511897571082&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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CPU曝光：128核，512线程，性能直追intel/AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2534243268","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534243268?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 16:51","pubTimestamp":1747039887,"startTime":"0","endTime":"0","summary":"众所周知，目前在全球PC领域，X86架构依然是王者，占了90%左右的份额。而国内其实也有两大X86 CPU厂商，一定是兆芯，通过收购VIA获得X86授权。而2025年一季度，营收 24 亿元，同比增长 50.76% ，净利润 5.06 亿元，同比增长 75.3%，足见海光的芯片有多受市场欢迎了。此外，这颗CPU支持16信道DDR5-5600 内存，支持Compute Express Link 2.0 等，据称在实际性能表现上，几乎追平intel、AMD的旗舰芯片。原文标题 : 最强国产X86 CPU曝光：128核，512线程，性能直追intel/AMD","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051217371794f44c2a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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| 明星科技股集体大涨！特斯拉涨近5%，AMD、Palantir均涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174219857","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174219857?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 08:08","pubTimestamp":1747008531,"startTime":"0","endTime":"0","summary":"本周一（5月12日）美股夜盘时段，明星科技股集体大涨！截至发稿 $特斯拉(TSLA)$ 涨近5%， $美国超微公司(AMD)$ 、 $Palantir Technologies Inc.(PLTR)$ 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