异动解读 | 盘中大涨5.01%,超微公司AI芯片前景备受关注

异动解读12-23 23:02

美国超微公司(AMD)今日盘中大涨5.01%,引发了市场的广泛关注。导致股价上涨的主要原因与其在人工智能(AI)芯片领域的前景展望密切相关。

一方面,有分析师认为,尽管AMD最近的表现不尽如人意,但其在AI芯片市场上有望分一杯羹,因为巨大的AI芯片市场空间对AMD有利。分析师呼吁,不要过早判断AMD在与英伟达的"AI霸权竞争"中的结果。

另一方面,消息人士透露,软银正策划推动旗下芯片设计公司安谋向AI芯片领域转型。该举措旨在打造下一个辉达,助力软银在AI时代分一杯羹。若成功,软银的动作将进一步增加AI芯片市场的竞争激烈程度,同时可能使AMD等现有企业受益。

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