传MI350系列AI芯片或涨价70%，AMD股价应声走高_老虎社区_美港股上老虎

传MI350系列AI芯片或涨价70%，AMD股价应声走高

智通财经2025-07-29

智通财经APP获悉，在有报道称AMD(AMD.US)正在考虑将其Instinct MI350系列AI芯片的平均售价从1.5万美元上调至2.5万美元之后，AMD股价周一收涨4.32%。报道称，尽管涨幅显著——达到70%，但仍比英伟达(NVDA.US)的同类产品Blackwell B200便宜。而在性能方面，Instinct MI350系列AI芯片据称可以与英伟达的Blackwell B200 ...

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MI350系列AI芯片。该系列芯片包括MI350X和旗舰MI355X，基于台积电3纳米工艺节点的全新CDNA 4架构，集成高达1850亿个晶体管。这两款芯片的主要区别在于散热方式不同，前者使用风冷，后者使用更先进的液冷。新芯片支持最新的FP6和FP4人工智能数据类型，并配备了超大容量的HBM3e内存。AMD称，单颗MI350 GPU即可运行参数量高达5200亿的大型模型，展现了其在AI训练和推理中的强大能力。MI350系列在FP4/FP6精度下的峰值算力达到20PFLOPS，是上一代MI300X的4倍，其推理性能更是提升了35倍。在运行DeepSeek R1模型时，MI350系列的推理吞吐量超越了英伟达B200，展现出强劲的竞争力。值得一提的是，汇丰银行分析师此前就表示看好AMD的MI350系列AI芯片具备与英伟达Blackwell竞争的能力，并将其对AMD的目标价大幅调升至200美元。汇丰银行还预计，AMD在2026年来自AI芯片的收入将达到151亿美元，较之前预估的96亿美元大幅提高。在涨价的消息传出后，富国银行分析师Aaron Rakers领导的团队重申了他们近期对AMD的积极展望，并上调了对AMD数据中心GPU的销售预期。分析师指出，AMD将于8月5日发布财报，届时投资者的关注重点将是该公司MI355X数据中心GPU的出货速度和覆盖范围。这一新产品已于6月开始出货。分析师表示：“我们认为，大多数投资者预计MI355X的标价将在约30,000美元左右。”分析师指出，AMD已经表达了其信心，即将在2025财年第三季度恢复GPU营收的同比增长。分析师目前预计，AMD 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