chips (GPU/ASIC/CPU) · 产业指数 24 (排名 #15) ·
价格: 截至 2026-10-29 指数: 截至 2026-10-29 基本面: 最新申报文件 2026-08-05 按季披露（10-Q XBRL）
设计 Instinct 数据中心 GPU 与 EPYC CPU，是 NVIDIA 在外售芯片市场的主要挑战者。
产业敞口 0.7 (Instinct GPU 与 EPYC 服务器 CPU 日益由 AI 驱动；另有客户端与游戏业务)
延迟的日终逐合约汇总数据——不是实时盘口，也不是逐笔资金流。买卖方向是根据每个合约最后一笔成交在买卖价差中的位置推断出来的，并非观测到的委托流。除非有报价的合约占当日权利金的四分之一以上，否则公司层面的方向会被隐去，因此下方个别合约有方向时这里也可能为空。看跌/看涨权利金是在我们采集的合约范围内计算的——最近的 6 个到期日、45 天以内，并非完整期权链——而下表最多列出 20 个被标记的合约，所以把这些行加总不会还原出上面的百分比。
标记原因：earnings in 6 days
| 日期 | 合约 | 异常分 | 买卖方向（推断）? | 持仓量变动? | 成交量 | 成交量/持仓量 | 标记 |
|---|---|---|---|---|---|---|---|
| 2026-10-28 | $562.5 PUT | 77 | 价差中段 · 无法判定方向 | +55 | 1,874 | 17.9× | |
| 2026-10-28 | $540 PUT | 75 | 价差中段 · 无法判定方向 | +6 | 769 | 13.7× | |
| 2026-10-28 | $562.5 PUT | 71 | 价差中段 · 无法判定方向 | — | 262 | 262.0× | |
| 2026-10-28 | $557.5 PUT | 66 | 价差中段 · 无法判定方向 | +8 | 154 | 9.6× |
16 smaller flags (under $100000 premium) hidden.
最近交易日：为 13 日基准的 0.5 倍
看涨 82% / 看跌 18%（按权利金）
新闻 定下了基调，但群体不愿下结论——正向倾斜叠加薄弱的一致度，因此结论为中性。
多数投票者倾向一致；结构性 投了反对票。方向一致度 0.72。
分数略偏正，但一致度薄弱——因此引擎给出无置信度的中性，而不是过度断言。这是系统拒绝硬凑一个它并不具备的结论。
AMD's edge is architectural design IP executed on someone else's fabs. The FY2025 10-K describes a full-stack portfolio — EPYC server CPUs, Instinct AI accelerators, Ryzen client parts where 'AMD was the first company to integrate a dedicated neural processing unit (NPU) on the same SoC as an x86 CPU for AI PCs,' Radeon graphics, Pensando networking and Versal adaptive SoCs — backed by roughly 18,900 patent matters worldwide, and it discloses gigawatt-scale customer commitments (an October 2025 agreement with OpenAI 'to deploy 6 gigawatts of AMD GPUs,' first gigawatt on Instinct MI450). The same filing bounds that moat: Nvidia is 'the discrete GPU market share leader' and 'leverages its market position in data center GPU, financial resources, and proprietary software ecosystem'; Intel 'uses its microprocessor market position to price its products aggressively'; Arm architectures and customers who 'internally develop products to support similar AI workloads' are named as encroaching; and every wafer at 7 nm or below comes from TSMC. Revenue grew 34% in FY2025 with Data Center up 32%, but the filing's own competitive framing places AMD in the challenger seat rather than the entrenched one.
评级: 窄
AMD's FY2025 10-K documents real but bounded advantages: approximately 7,200 U.S. patents and roughly 18,900 patent matters worldwide, an outright claim that 'We are the market share leader in semi-custom game console products,' and gross margin of 50% on revenue up 34% to $34.6 billion. The same filing sets the ceiling: 'Some of our competitors may possess stronger market positions, larger customer bases, more design wins, and greater financial, sales, marketing, and distribution resources than us'; Nvidia is named 'the discrete GPU market share leader'; and AMD relies on TSMC 'for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes.' Advantages that are genuine, contested, and dependent on a shared foundry are narrow, not wide.
类型: 无形资产与知识产权
The FY2025 10-K locates the durable asset in design IP rather than manufacturing: 'We rely on contracts and intellectual property rights to protect our products and technologies from unauthorized third-party copying and use,' with approximately 7,200 U.S. patents and about 18,900 patent matters worldwide spanning x86 EPYC/Ryzen CPUs, CDNA/RDNA graphics and the Versal/Zynq adaptive-SoC families, and it credits customer wins to 'our broad IP portfolio and leadership in design, integration and advanced packaging.' It is explicitly not cost_scale: AMD is fabless and 'utilize[s] Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of wafers' — the same leading-edge foundry its merchant competitors use, so no manufacturing-scale advantage accrues to it.
领先地位: 快速追随者
The FY2025 10-K itself places AMD behind the pace-setter in its two most important markets: 'Our principal competitor in the supply of discrete graphics is Nvidia, who is the discrete GPU market share leader,' and the risk factors state Nvidia 'leverages its market position in data center GPU, financial resources, and proprietary software ecosystem to promote its systems and influences customers who do business with us.' AMD is nonetheless executing 'an annual cadence of leadership for AMD Instinct solutions' and has won gigawatt-scale commitments (OpenAI, 6 GW) — following fast and closely, not setting the pace.
定价权: 中等
FY2025 gross margin was 50%, up from 49% in 2024 per the 10-K — healthy and improving — but the same filing attributes average-selling-price pressure to competitors: Intel 'uses its microprocessor market position to price its products aggressively and target our customers and channel partners with special incentives. These aggressive activities have reduced and may reduce our unit sales and average selling prices for many of our products'. Pricing power is real but contested.
基于所引来源做出的人工整理护城河判断。 来源：sec.gov
层级: chips (GPU/ASIC/CPU)
A fabless merchant-silicon designer sitting one layer above the foundries: the FY2025 10-K states AMD relies on TSMC 'for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes' and primarily on GLOBALFOUNDRIES above 7 nm, with packaging and test performed by Asia-Pacific ATMP partners — so its cost, supply and cadence are inherited from partners it does not control.
由这家公司已映射的供应链关系及其所属产业层级推导而来。
护城河先验在长周期（约 6 个月）上投出 +0.06 票，权重为 0.20——该周期上的群体判断是 bullish（得分 0.57，信念度 66）。
编辑先验——主观、未经回测。它有界（±0.6）、低置信度，且从不对短周期与中周期投票。 查看它究竟如何投票 →
产品与服务，附编辑判定的市场份额区间与技术壁垒区间——这些是与所引依据绑定的定性判断，绝非杜撰的数字。
| 产品 | 市场份额 | 技术壁垒 |
|---|---|---|
| AMD EPYC server CPUs · Data center CPUs x86 server processors for cloud, enterprise and high-performance computing. | 前三 The FY2025 10-K names the whole server-CPU competitive set as Intel plus, in its words, 'A variety of smaller fabless silicon companies offer proprietary accelerator solutions and Arm-based CPUs targeting data center use cases' — AMD is one of only two x86 server-CPU suppliers named — and credits FY2025 Data Center growth partly to 'strong demand for our 5th generation AMD EPYC processors'. A top-tier supplier; the filing states no share figure and none is assumed here. | 中等 The x86 software base and multi-year platform qualification are real barriers, but the 10-K flags erosion on both flanks: 'Some competitors are pursuing alternative computing architectures, such as Arm, which could grow the Arm ecosystem and increase competition in consumer, commercial and data center,' and 'some of our customers are internally developing their own data center microprocessor products'. |
| AMD Helios rack-scale AI systems · Rack-scale AI infrastructure Integrated racks pairing Instinct GPUs, EPYC CPUs, Pensando networking and ROCm software. | 未知 AMD's 22 July 2026 announcement covers a partnership to deploy 'up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027' — a large forward commitment, but the release supplies no basis for any share ranking in rack-scale AI systems, so share is left unknown rather than guessed. | 中等 The release describes Helios as a full-stack system — 'AMD Instinct MI455X GPUs, part of the AMD Instinct MI450 Series, together with AMD EPYC "Venice" CPUs, AMD Pensando networking and ROCm software' — an integration few merchant vendors can assemble. It also shows the advantage is prospective rather than installed: first-gigawatt deployment begins 'in the first half of 2027,' and the partners are launching a collaboration to 'accelerate ROCm software development,' so the software layer is still being built out. |
| AMD Instinct data-center GPUs (MI350 / MI450 series) · AI accelerators CDNA-architecture GPUs for AI training, inference and exascale scientific computing. | 挑战者 The FY2025 10-K says that in the Data Center segment AMD 'compete[s] primarily against Intel Corporation (Intel) and Nvidia Corporation' and its risk factors describe Nvidia's 'market position in data center GPU' and 'proprietary software ecosystem' — a credible challenger, not the leader. Data Center revenue of $16.6 billion grew 32% in FY2025, 'primarily driven by strong demand for our 5th generation AMD EPYC processors and AMD Instinct MI350 Series GPUs.' | 中等 Barriers are real — leading-edge TSMC capacity, the ROCm software stack and 'an annual cadence of leadership for AMD Instinct solutions' — but the 10-K names them as contested: competitors' 'proprietary software ecosystem'; 'A variety of smaller fabless silicon companies offer proprietary accelerator solutions and Arm-based CPUs targeting data center use cases'; and 'some of our customers are internally developing their own data center microprocessor products and accelerator products which could impact the available market for our products'. |
| AMD Ryzen client CPUs and APUs (incl. Ryzen AI) · Client PC CPUs x86 desktop and notebook processors, including NPU-equipped Ryzen AI parts for AI PCs. | 挑战者 'Our primary competitor in the supply of CPUs and APUs is Intel', per the FY2025 10-K, which adds that Intel 'uses its microprocessor market position to price its products aggressively' — the filing frames AMD as the challenger in client PCs. Client and Gaming revenue of $14.6 billion rose 51% in FY2025, 'primarily driven by strong demand for our AMD Ryzen processors, semi-custom game consoles SoCs and Radeon gaming GPUs.' | 中等 The 10-K claims a genuine first — 'AMD was the first company to integrate a dedicated neural processing unit (NPU) on the same SoC as an x86 CPU for AI PCs' — alongside long-lived Socket AM5 and AM4 platforms that carry an installed base. The same filing warns that 'A variety of companies provide or have developed Arm-based microprocessors and platforms which could lead to further adoption of Arm-based PC solutions'. |
| FPGAs and adaptive SoCs (Versal / Zynq / UltraScale+) · Programmable logic and embedded Reconfigurable logic and heterogeneous adaptive SoCs for aerospace, industrial, automotive and communications. | 前三 The FY2025 10-K names a short field — 'our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation' — and states that its Versal devices 'achieve dramatic system-level performance improvements over today's fastest FPGA competitors' solutions' (AMD's own characterization). A top-tier supplier in a three-to-four-name field; the filing gives no share figure and none is inferred. Embedded revenue was $3.5 billion, down 3% in FY2025. | 中等 Design-tool lock-in is real — customers program these parts with AMD's own Vivado and Vitis suites, and the 10-K describes adaptive SoCs as 'Enabled by both hardware and software design tools and an extensive operating system, middleware, software stack and IP ecosystem' — but the same section cites 'continued competition from the ASIC market, which has been ongoing since the inception of FPGAs', plus ASSP vendors including Broadcom, Marvell, Qualcomm and NVIDIA. |
| Radeon discrete GPUs (RX and PRO) · Discrete graphics RDNA-architecture graphics cards for gaming, creation and workstation use. | 挑战者 The FY2025 10-K is explicit: 'Our principal competitor in the supply of discrete graphics is Nvidia, who is the discrete GPU market share leader, and Intel, who manufactures and sells integrated graphics processors and gaming-focused discrete GPUs.' AMD is the challenger in this line. | 中等 GPU design plus the Adrenalin software stack and FSR technologies keep the credible field small, but the 10-K flags substitution from below: 'higher unit shipments of our APUs and Intel's integrated graphics may drive computer manufacturers to reduce the number of systems they build paired with discrete graphics components, particularly for notebooks.' |
| Semi-custom game-console SoCs · Semi-custom silicon Customer-specific CPU+GPU SoCs co-engineered for game consoles and handhelds. | 领先 Stated outright in the FY2025 10-K: 'We are the market share leader in semi-custom game console products, where graphics performance is critical.' Its SoCs 'power the Sony PlayStation 5, the Microsoft Xbox Series S and X game consoles, as well as the recently revealed Valve Steam Machine PC.' | 深 The 10-K describes these as 'tailored, high-performance, customer-specific solutions' that are 'deeply co-engineered with our customers' — a console generation locks the design in for years, so a rival cannot displace the incumbent mid-cycle. |
这些图表绘制的是 AMD 在其 SEC 申报文件中已申报的利润表、现金流量表与资产负债表（截至 2026-08-05）。每一个数字都是申报原值 XBRL——没有任何一项是预估。
在已申报的区间内，FY2025 净利润为 $4.3B。
分析师一致预期——来自 Yahoo Finance 的第三方预估，截至 2026-10-26。这不是 SEC 申报文件，也不是 TradingPilot 的预测。 来源：finance.yahoo.com
| 期间 | 每股收益（预估） | 营收（预估） | 同比 |
|---|---|---|---|
| Q/E Sep 2026 | USD 1.93 (USD 1.72–USD 2.10) · 40 | USD 13.1B (USD 12.7B–USD 14.0B) · 38 | +41% |
| FY 2026 | USD 7.59 (USD 7.00–USD 8.20) · 49 | USD 51.0B (USD 48.3B–USD 52.7B) · 48 | +47% |
每个数字显示一致预期均值、可得时的（最低–最高）区间，以及 · 后面给出该预估背后的分析师人数。
下次财报约在 2026-11-03。
我们的模型在中周期上对这只股票偏向 Bullish——这是对市场方向的判断，不是对盈利的预测。查看“信号”标签。
部分近期数字来自 Yahoo Finance，用于填补最新 SEC 申报尚未发布的期间——已折算为美元，并与 SEC 申报期间做过核对。
正在与同业比较…
| 机构 | 股数 | 金额 | 环比股数变动 | 占 13F 比例 | 占流通股比例 |
|---|---|---|---|---|---|
| BlackRock 被动 / 指数 | 150,301,510 | $87.3B | 4,727,226 | 1.3% | 9.21% |
| State Street 被动 / 指数 | 74,361,687 | $43.2B | -409,533 | 1.3% | 4.56% |
| FMR (Fidelity) 被动 / 指数 | 25,558,552 | $14.8B | 10,269,781 | 0.6% | 1.57% |
| ARK Investment Management (Cathie Wood) 大师 | 1,416,443 | $822.8M | -1,296,411 | 5.3% | 0.09% |
| Renaissance Technologies 大师 | 829,697 | $463.8M | 612,753 | 0.6% | 0.05% |
| Tiger Global Management (Chase Coleman) 大师 | 674,727 | $392.0M | 674,727 | 1.6% | 0.04% |
| Bridgewater Associates (Ray Dalio (founder)) 大师 | 538,632 | $312.9M | -754,135 | 1.3% | 0.03% |
| Appaloosa Management (David Tepper) 大师 | 197,500 | $114.7M | -23,900 | 1.5% | 0.01% |
| Coatue Management (Philippe Laffont) 大师 | 95,987 | $55.8M | 95,987 | 0.1% | 0.01% |
TradingPilot 计算的列（占 13F 比例、占流通股比例）由申报原值推导而来；只有名称、股数与金额是申报原值。
| 持仓 | 股数 | 金额 | 申报均价 | 占组合比例 | 变动 |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | 3,309,470 | $565.5M | $170.86 | 43.1% | 新建仓 |
| SANMINA CORP (SANM) | 1,151,052 | $291.3M | $253.08 | 22.2% | 维持 |
| NUTANIX INC | 4,136,789 | $210.8M | $50.96 | 16.1% | 新建仓 |
| CEREBRAS SYSTEMS INC | 794,467 | $175.6M | $221.00 | 13.4% | 新建仓 |
| ABSCI CORPORATION | 5,714,285 | $66.2M | $11.59 | 5.0% | 新建仓 |
| XANADU QUANTUM TECHNOLO LTD | 200,000 | $2.4M | $11.85 | 0.2% | 维持 |
| MARVELL TECHNOLOGY INC (MRVL) | 0 | $0 | — | — | 已清仓 |
显示全部 6 个申报的 13(f) 持仓；其中 1 个可关联到 TradingPilot 的公司库。申报均价为金额 ÷ 股数（季末口径）——这是一个平均值，不是买入或卖出价。
| 被投公司 | 内容 | 日期 | 状态 |
|---|---|---|---|
| xAI | Strategic investor in xAI's $6B Series C at a ~$45B valuation (AMD's individual amount undisclosed) | 2024-12-23 | active |
| Scale AI | AMD Ventures joined Scale's $1B Series F at a $13.8B valuation as a new investor (individual amount undisclosed) | 2024-05-21 | active |
GlobeNewswire · 2026-10-27 · 合作
AMD said initial Helios rackscale systems are installed and being tested at Meta ahead of broader deployment. EPYC processors support Meta’s Muse agent, and the companies continue work across GPUs, networking and ROCm. AMD also announced planned equity-offering participation.
Scaleway · 2026-10-13 · 合作
Scaleway announced the deployment of a new AI supercomputer in Sweden featuring AMD Instinct MI355X GPUs and AMD ROCm software, its first supercomputer deployment outside France.
ACCESS Newswire · 2026-10-13 · 合作
Fermi said it signed a credit support agreement with AMD supporting a lease for phase one of its Project Matador energy and AI buildout in Carson County, Texas, with 222 megawatts of gross power capacity, calling it a key milestone toward securing project financing. The companies also signed an agreement outlining a partnership and framework for future expansion of up to 650 MW of gross power capacity; the release says AMD's obligations under the agreement are subject to conditions.
NVIDIA Blog · 2026-10-12 · 合作
At the OCP Global Summit, NVIDIA contributed key Vera Rubin rack and compute tray designs to OCP through its open MGX architecture. Meta is adopting NVIDIA Spectrum-6 102.4Tb/s Ethernet switches to build larger Vera Rubin AI factories, and NVIDIA joined AMD, Google and Meta to publish the Open Data Center Specification v0.7, a blueprint for AI factory facility design.
AMD · 2026-10-12 · 产品
AMD introduced the AMD Helion agentic AI rack, an open blueprint based on an Open Compute Project spec design, with configurations including a CPU-only rack of 6th Gen EPYC processors supporting up to 32,768 CPU cores and an all-in-one rack combining EPYC CPU nodes with Instinct MI350P GPU nodes. AMD plans to contribute the specification to OCP, and Helion configurations are planned to be available in November 2026.
The White House · 2026-10-08 · 合作
The White House announced $2.4B in super intelligence for science tools and compute credits for the Genesis Mission Consortium from eleven industry partners. Commitments include NVIDIA ($1B), AMD ($500M), OpenAI ($200M), $150M each from Anthropic and Google, and $50M each from AWS, Crusoe and Micron, among others.
Astera Labs · 2026-10-08 · 产品
Astera Labs announced its Aries 7 PCIe 7 signal conditioning portfolio spanning smart retimers, redrivers, cable modules, optical drivers and optical TIAs, extending reach from centimeters of PCB trace to 50+ meters over optical cables spanning multiple racks. The products are expected to begin sampling in Q4 2026 to select hyperscale, OEM and NPO customers. AMD and Intel, which have each validated Aries Smart Retimers in production from PCIe 4 through 6, are collaborating with Astera Labs on the transition to PCIe 7.
ITPro · 2026-10-07 · 产品
HPE launched four ProLiant Gen13 servers powered by sixth-generation AMD EPYC Server CPUs, aimed at agentic AI and inference, analytics, virtualization, simulation and modeling. The DL585a Gen13 supports up to eight double-wide PCIe GPUs and two sixth-generation AMD EPYC processors, and the 1U single-socket DL525 Gen13 offers up to 256 cores. The DL525 will be available later in 2026, the DL585a in early 2027 and the XD245 and XD285 later that year.
Arista Networks · 2026-10-07 · 产品
Arista Networks announced an open Ethernet rack-scale portfolio for scale-up and scale-out AI infrastructure, engineered in partnership with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm. Its Etherlink SU-144 architecture supports up to 144 accelerators in a single-hop network and scales to 1,024 XPUs through cross-rack topologies.
InvestorsHub (ADVFN) · 2026-10-07 · 合作
AMD CEO Lisa Su said in Seoul that AMD continues to explore potential partnerships with Samsung Electronics across memory supply and semiconductor manufacturing. She said Samsung and SK Hynix are key to AMD's data centre ambitions.
Focus Taiwan (CNA) · 2026-10-06 · 产品
Speaking to reporters in Taipei, AMD CEO Lisa Su said AMD increased supply through 2026 and will substantially increase it in 2027, adding that it could use more. She said AMD is expanding its Taiwan supply-chain investment as demand grows.
HPE · 2026-09-30 · 合作
HPE announced a $1.2 billion order from Vultr for AMD Helios AI Rack by HPE systems at U.S. cloud data centers. The systems combine AMD compute with HPE networking and liquid cooling for AI training and inference.
AMD · 2026-09-28 · 合作
AMD announced an agreement to acquire World Labs to strengthen its AI model research and guide future hardware and software development. The transaction remains subject to regulatory approval; Fei-Fei Li is expected to join AMD as executive vice president and chief scientist after closing.
Proactive Investors · 2026-09-17 · 产品
Nebius told customers it will raise prices across its on-demand GPU cloud services from October 1, with Nvidia H100 instances up about 17% and B300 rates up about 21%. This is the company's second round of price increases in a few months.
Euronews · 2026-09-10 · 产品
AMD unveiled a desktop-class AI workstation it bills as a personal supercomputer, marketed as the Halo Station, aimed at running large models locally.
Tom's Hardware · 2026-08-16 · 合作
Google is reportedly working with AMD on a TPU project in the v10 generation, according to a SemiAnalysis note citing market chatter. Analysts suggest Google may want AMD's CPU IP and advanced packaging for TPUs with on-package CPU cores aimed at reinforcement-learning workloads; it would be AMD's first major involvement in a custom AI ASIC project. Unconfirmed by either company.
CNBC · 2026-08-12 · 财报
In its second earnings report since its May IPO, Cerebras reported Q2 total revenue of $180 million (core revenue $210 million) and a net loss of $450.5 million, most of it tied to $386.6 million of stock-compensation costs, versus a $309.5 million profit a year earlier. The company raised full-year core revenue guidance to $880-$890 million (from $855-$865 million), guided current-quarter core revenue to $214-$216 million with core gross margin expanding to 38-40%, and cited $25.4 billion in remaining performance obligations; AI cloud revenue was $126 million in the June quarter. The stock still tumbled about 14% in extended trading.
GlobeNewswire · 2026-08-06 · 合作
AMD announced the acquisition of Taalas, a Toronto-based specialist in AI inference silicon founded in 2023, saying it will integrate the technology into its accelerator roadmap alongside AMD Instinct GPUs. Financial terms were not disclosed; the deal is subject to customary closing conditions and regulatory approvals.
GlobeNewswire · 2026-08-04 · 财报
AMD published its second quarter 2026 financial results. Figures are in the cited release; none are reproduced here.
Core Scientific · 2026-07-28 · 合作
Core Scientific and AMD announced an infrastructure partnership under which the agreement expands capacity for the AMD ecosystem with "more than 500 megawatts of U.S. infrastructure beginning in 2027, with the opportunity to scale up to 2.5 gigawatts." Core Scientific provides AI-ready data centers and high-density infrastructure at scale; AMD gains access to power, land and data center infrastructure to deploy AMD AI solutions. The release also states AMD "will also receive market-priced warrants to purchase Core Scientific's common stock." No contract dollar value or term is stated in the release.
图谱变更：因这篇文章，新增了一条 供应商 关系：Core Scientific → AMD。
2026-10-28 Yahoo Finance: AMD · Dear AMD Stock Fans, Mark Your Calendar for November 3
2026-10-28 Yahoo Finance: AMD · Is AMD Stock a Buy, Sell, or Hold Right Now? Here's What I'm Doing.
2026-10-28 Yahoo Finance: AMD · Should You Buy AMD Stock Before Nov. 3?
2026-10-27 Yahoo Finance: AMD · Advanced Micro Devices (AMD) Ties AI Deals To $95 Billion Infrastructure Push
2026-10-26 CNBC Top News · As AI becomes more fractured, one names stands out: AMD
2026-10-26 Yahoo Finance: MRVL · What Changed In AMD's Story?
2026-10-25 Yahoo Finance: CBRS · Prediction: 2 Stocks That Will Be Worth More Than AMD 5 Years From Now
2026-10-22 PR Newswire Health · Generative Bionics va construire la plus grande usine de données d'IA physique d'Europe et faire progresser la souveraineté européenne dans le domaine des robots humanoïdes grâce à l'infrastructure d'IA d'AMD
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics baut Europas größte physische KI-Datenfabrik auf und fördert die europäische Souveränität über humanoide Roboter mit AMD-KI-Infrastruktur.
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics to build Europe's largest Physical AI Data Factory and advance European humanoid sovereignty with AMD AI infrastructure
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics to build Europe's largest Physical AI Data Factory and advance European humanoid sovereignty with AMD AI infrastructure
2026-10-21 Business Wire AI · Vultr and AMD Expand Global Collaboration with New AI Infrastructure in India
2026-10-19 GlobeNewswire Biotechnology · EyePoint Announces Topline Results from LUCIA, the Second Pivotal Phase 3 Clinical Trial of DURAVYU™ in Wet AMD
2026-10-16 Yahoo Finance: META · AMD’s Price Action Around $600 is Telling Investors Something Specific
2026-10-16 Yahoo Finance: META · Why AMD’s CUDA-Challenging AI Playbook Makes It the Ultimate Asymmetric Buy.
2026-10-15 Yahoo Finance: AMD · Advanced Micro Devices (AMD) Expands AI Infrastructure Cooling, Is The Stock Fully Priced?
2026-10-15 Yahoo Finance: ARM · Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?
2026-10-15 Yahoo Finance: AMD · What Does Advanced Micro Devices (AMD) Helion Mean For Its AI Ambitions?
2026-10-14 Yahoo Finance: AVGO · AMD Stock Takes a Bigger Hit as Cracks Emerge in the AI Trade
2026-10-13 Yahoo Finance: AMD · Fermi Shares Jump 13.2% After AMD Credit Support Agreement Advances Texas AI Infrastructure Project
影响 = 公司显著度层级（高/中由图谱中心度与规模自动判定；低仅用于人工整理的次要事件），不是对波动幅度的预测。
| 日期 | 类型 | 事件 | 影响 |
|---|---|---|---|
| 2026-11-04 | 财报 | AMD earnings (estimated) — Date not yet announced — estimated from EDGAR filing cadence (last periodic filing + 91/365 days); confirm via IR. 预估 | 高 |
| 日期 | 事件 | 影响 | 结果 |
|---|---|---|---|
| 2026-08-05 | AMD earnings (estimated) 预估 | 高 | 每股收益超预期 · -7.0% |
| 2026-08-04 | AMD earnings 已确认 | 高 | 每股收益超预期 · -7.0% |
| 2026-05-05 | AMD earnings 已确认 | 高 | 每股收益超预期 · +18.6% |
