仅事实
AMD股价飙升，因与OpenAI达成多年AI芯片供应协议
摘要
超威半导体（AMD）已与OpenAI签订多年协议，供应AI芯片，推动AMD股价大幅上涨。
超威半导体（AMD）宣布与ChatGPT开发商OpenAI达成多年AI芯片供应协议。根据协议条款，OpenAI将采购多代AMD的AI芯片，首批产品为预计于2026年推出的Instinct MI450系列。协议还包括一项条款，允许OpenAI以象征性价格收购AMD最多10%的股份，前提是AMD达到特定的业绩里程碑。
AMD预计，这一合作将在未来四年内带来超过1000亿美元的新收入，不仅来自OpenAI，也包括受此合作影响的其他客户。
公告发布后，AMD股价显著上涨，周一上涨24%，周二再涨5%，达到约215美元每股。今年以来累计涨幅达77%，超过同期英伟达40%的涨幅。
技术分析显示，AMD股价已突破倒置头肩形态，暗示可能持续上涨。投资者应关注关键价格水平，包括接近股价盘中历史高点的227美元区域，以及基于图形测量原理的看涨目标272美元。
在可能的回调中，需关注的支撑位包括174美元区域，对应倒置头肩形态的颈线，以及150美元水平，该价位曾为阻力点，现可能转为支撑。
来源
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Confirmed
Advanced Micro Devices (AMD) has announced a multi-year agreement to supply AI chips to OpenAI, the developer of ChatGPT.
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Under the terms of the deal, OpenAI will purchase several generations of AMD's AI chips, starting with the Instinct MI450 series expected in 2026.
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The agreement includes a provision allowing OpenAI to acquire up to 10% of AMD's shares at a nominal price, contingent upon AMD meeting specific performance milestones.
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AMD anticipates that this partnership will generate over $100 billion in new revenue over the next four years, not only from OpenAI but also from other customers influenced by this collaboration.
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Following the announcement, AMD's stock experienced a significant surge, rising by 24% on Monday and an additional 5% on Tuesday, reaching approximately $215 per share.
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This marks a 77% increase since the beginning of the year, surpassing Nvidia's 40% return over the same period.
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Unverified
Technical analysis indicates that AMD's stock has broken out from an inverse head and shoulders pattern, suggesting potential for continued upward momentum.
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