美股详情

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GLOBALFOUNDRIES Inc.

40.03

+0.33000.83%

盘后：40.00-0.0328-0.08%18:08 EDT

成交量：163.04万

成交额：6,490.34万

市值：221.33亿

市盈率：-117.69

高：40.11

开：39.67

低：39.24

收：39.70

数据加载中...

总览公司新闻资讯公告

【产业信息速递】AMD表示担忧

北京半导体行业...

MiTAC 神云科技发布搭载最新AMD EPYC™ 4005系列处理器产品

格芯盘中异动早盘股价大涨8.00%

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

格芯2025财年第一财季实现净利润2.10亿美元，同比增加57.89%

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

损失不断攀升，英伟达、AMD纷纷呼吁不能错失中国市场

AMD苏姿丰：中国追赶之路并非依赖顶级芯片，多元策略同样奏效

AMD超预期2025年Q1财报：PC反超、AI GPU破局

美国将改变芯片出口三级管制，美芯片巨头AMD高管：中国为芯片市场和AI产业带来“巨大机遇”

美国超微公司(AMD)盘前涨超2% 美银升其评级至“买入”

AMD大量申请专利，为新一代UDNA架构大幅提升光线追踪性能

美股盘前英特尔涨 2.86%，英伟达涨 1.85%

德国中央合作银行将AMD公司评级从持有上调至买进，目标价118美元。

多款AMD RX 9070 GRE显卡京东开售晒单返100元E卡

AMD苏姿丰：中国是半导体和人工智能行业的巨大机遇

清华、星动纪元开源首个AIGC机器人大模型；AMD警告美国芯片出口限制影响丨数智早参

每日经济新闻

AMD首席执行官苏姿丰称中国是“巨大机遇” 警告美国芯片管制不宜过严

摩根士丹利将AMD的目标价从137美元下调至121美元，维持“中性”评级。

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00:00","pubTimestamp":1746979244,"startTime":"0","endTime":"0","summary":"5月12日，格芯公布财报，公告显示公司2025财年第一财季净利润为2.10亿美元，同比增加57.89%；其中营业收入为15.85亿美元，同比增加2.32%，每股基本收益为0.38美元。从资产负债表来看，格芯总负债51.49亿美元，其中短期债务1.34亿美元，资产负债比为3.21，流动比率为2.52。机构评级：截至2025年5月12日，当前有17家机构对格芯目标价做出预测，其中目标均价为43.47美元，其中最低目标价为35.00美元，最高目标价为55.00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=nesSN20250512000149a6db2c00&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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MI308X出货至中国进行出口管制，即与英伟达H20一样禁止向中国销售MI308X产品，从而将影响AMD二季度8亿美元费用（收入），预估2025年全年，美国出口管制将对AMD公司造成15亿美元收入影响。AMD预计，2025年第二季度营收约为74亿美元，上下浮动3亿美元；非公认会计准则  毛利率预计为43%，其中约8亿美元是由于新的出口管制措施而产生的库存及相关储备费用。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-05-10/doc-inevzuif7866899.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AMD","GFS"],"gpt_icon":1},{"id":"2534012275","title":"损失不断攀升，英伟达、AMD纷纷呼吁不能错失中国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2534012275","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534012275?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 15:51","pubTimestamp":1746777113,"startTime":"0","endTime":"0","summary":"她表示，中国是全球最大的市场，为美国企业带来巨大的机遇。当地时间5月6日，AMD公布了超出市场预期的2025财年第一季财报，同时第二季的财测也超出了市场预期。不过，由于美国出口管制政策的影响，AMD预计二季度将损失8亿美元，2025年将损失15亿美元。今年4月，美国针对英伟达H20、AMD MI308芯片等实施了新一轮的出口管制，使得这些芯片对中国等地区出口受限。","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=nesSN2025050916005697543e68&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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GPU破局","url":"https://stock-news.laohu8.com/highlight/detail?id=2534979471","media":"芝能汽车","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534979471?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 07:28","pubTimestamp":1746746880,"startTime":"0","endTime":"0","summary":"数据中心业务依旧是AMD营收占比最大的部分，本季度同比增长57.2%，其中CPU部分表现稳健。但真正受市场高度关注的是其AI GPU产品线。对GPU产品的布局已有深化动作。AMD在2025年第一季度的财报再次证明了其已经从传统PC芯片厂商蜕变为全栈半导体平台公司：不仅在x86 CPU领域稳步反超英特尔，更在AI加速领域向英伟达发起挑战。GPU方面，虽然当前仍处于“战略投入期”，但MI350与MI400的陆续登场，或将成为其AI GPU市占率突破的关键转折点。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/cj/2025-05-09/doc-inevxmaa7800517.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AMD","PC","GFS"],"gpt_icon":1},{"id":"2534195966","title":"美国将改变芯片出口三级管制，美芯片巨头AMD高管：中国为芯片市场和AI产业带来“巨大机遇”","url":"https://stock-news.laohu8.com/highlight/detail?id=2534195966","media":"环球网","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534195966?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 01:29","pubTimestamp":1746725347,"startTime":"0","endTime":"0","summary":"今年1月，在拜登总统任期结束前一周，美国商务部宣布了有关监管规定，将AI芯片出口目的地分为三个层级进行管控，该措施原本定于5月15日开始实施。据彭博社报道，特朗普政府的AI芯片出口监管新规仍在制定中。美国芯片巨头AMD公司首席执行官苏姿丰7日在CNBC电视台节目中表示，中国为芯片市场和AI产业带来“巨大机遇”，并呼吁应该在出口管控和技术推广之间实现平衡，“这对美国就业岗位是好事”。","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=nesSN20250509064323a6d83c16&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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美银升其评级至“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2533672904","media":"金吾财讯","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533672904?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 18:23","pubTimestamp":1746699798,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美国超微公司 盘前涨超2%，截至发稿，报102.42美元。消息面上，美银证劵的研究报告表示，将超微评级由“中性”升至“买入”，目标价由105美元升至120美元。该行指，公司首季亮丽的财报及次季强劲的销售展望回应了该行就内地AI限制及公司与英伟达在GPU领域竞争之顾虑。该行对其今年至2027年各年列账每股盈测分别上调4%、6%及11%，至3.8美元、5.6美元及6.81美元。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"288310","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GFS","AMD"],"gpt_icon":0},{"id":"2533970594","title":"AMD大量申请专利，为新一代UDNA架构大幅提升光线追踪性能","url":"https://stock-news.laohu8.com/highlight/detail?id=2533970594","media":"爱集微","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533970594?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 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