异动解读 | AI芯片出口法规传闻拖累,美国超微公司盘中重挫5%

异动解读
10 Jan

美国超微公司(AMD)股价周五盘中出现重挫,跌幅一度达到5.02%,引发市场广泛关注。

据了解,这一股价下跌与传闻美国政府即将加强对AI芯片出口的管控措施有关。具体而言,彭博新闻社报道称,即将离任的美国总统拜登正计划对包括英伟达、AMD等公司的人工智能(AI)芯片出口进行新一轮限制。知情人士透露,美国政府希望在国家和公司层面限制用于数据中心的AI芯片销售,限制范围将扩大到全球大部分地区。

消息一出,英伟达和AMD等芯片股盘前股价申显著下跌。市场担心限制措施如果真的落地,将对这些芯片制造商造成不利冲击。特别是英伟达CEO黄仁勋最新发布会上确立了进军数据中心AI芯片市场的雄心,新限制措施将直接影响到其布局。

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