AMD Stock Surges After AI Chip Maker Agrees to Meta Deal - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# AMD Stock Surges After AI Chip Maker Agrees Meta DealBy [Callum Keown]ShareResize---ReprintsIn this article[AMD][META]Meta will buy 6 g ...

来源：格隆汇APP 格隆汇2月24日｜AMD(AMD.US)盘前直线拉升，大涨超13%。消息面上，Meta Platforms与AMD达成重 磅协议，斥资数十亿美元采购人工智能设备。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 据报道，Meta与AMD签署重磅协议，将支出数十亿美元用于人工智能设备 风险提示及免责条款 ...

Meta (META) and AMD (AMD) are entering into a multi-year agreement that will see Meta purchase upward of 6 gigawatts worth of AI chips as part of its massive AI buildout. As part of the deal, announced Tuesday, AMD will issue Meta 160 million shares of common stock that will vest in a series of tranches if AMD hits certain milestones, the first of which will hit when AMD ships its first 1 gigawatts of chips. AMD stock closed at $196.60 on Monday. “We expect this partnership to drive substantial multi- ...

Meta (META) and AMD (AMD) are entering into a multiyear agreement that will see Meta purchase upward of 6 gigawatts' worth of AI chips as part of its massive AI build-out. As part of the deal, announced Tuesday, AMD will issue Meta 160 million shares of common stock that will vest in a series of tranches if AMD hits certain milestones, the first of which will hit when AMD ships its first 1 gigawatt of chips. AMD shares jumped as much as 10% in premarket trading before paring those gains in the regular se ...

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., displays an AMD Instinct MI455X GPU during the 2026 CES event in Las Vegas, Jan. 5, 2026.A week after Meta committed to using millions of Nvidia's processors to power its AI expansion, the social media company has inked another mammoth chip deal, this time with Advanced Micro Devices.Meta said on Tuesday that the multiyear deal with AMD involves deploying up to 6 gigawatts of the company's graphics processing units for AI data center ...

The deal could result in Meta owning as much as 10% of AMD's stock as the chipmaker seeks to challenge Nvidia. ...

高盛表示，令投资者将们颇感意外的是，美股市场的金融股是净卖出规模最高的板块，而能源、医疗保 健与必需型消费品等长期以来的避险型防御板块的最新仓位则显示出现最大规模净买入。不过该机构未 将金融板块进一步细分为子类别。 "尽管从全球市场、美国以及欧洲市场的角度来看，半导体与软件之间的对冲基金仓位差距仍然非常极 端且严重拉伸，但这种轮动似乎放缓了，或出现了一些逆转，"摩根大通的这份报告显示。 该机构表示，在前一周遭遇创纪录规模的巨额抛售之后，美股市场的软件股标的确实出现了一些买盘净 回流，但未对该比较给出具体时间范围。 另一华尔街金融巨头高盛近日发布的客户投资说明则显示，从截至2月14日的当周之后，对冲基金投资 机构们的杠杆率有所上升，并接近一年以来的最高水平。与此同时，聚焦杠杆策略的对冲基金们杠杆率 回升接近一年高位，往往意味着一旦宏观/关税/地缘再出"显著噪音"，回撤也会更陡。 该客户说明称，全球股票市场的截至2月19日当周的最新净卖出规模已升至自美国总统唐纳德·特朗普去 年4月宣布一连串进口关税以来的最高水平。 智通财经APP获悉，华尔街金融巨头摩根大通(JPM.US)周二发给客户们的一份研究报告显示，有着" ...

A one-of-a-kind member of Wall Street's "Magnificent Seven" is ideally positioned to become the next stock-split stock.Although artificial intelligence (AI) has been Wall Street's most impactful catalyst over the last three years, it's not the only trend responsible for lifting the broader market to new heights. In addition to AI stocks, investors can't seem to get enough of companies enacting stock splits.A stock split allows a publicly traded company to cosmetically adjust its share price and outstanding ...

分析师还指出："在过去三年中，'美股七巨头'加上甲骨文的资本支出总额约占经营现金流总额的40%或 更低，但在2025日历年，这一占比已上升至约50%，并预计在2026和2027日历年将达到60%以上。尽管 人工智能驱动的需求为长期投资提供了令人信服的逻辑，但短期后果是自由现金流走弱、资本回报受 限，以及对融资环境的敏感度上升。如果债务成为基础设施扩张更为重要的资金来源，我们预计投资者 的关注点将转向资本密集度更低、更加注重投资资本回报率和资本配置效率的资产。" 智通财经APP获悉，根据Evercore ISI的数据，在人工智能(AI)基础设施支出大举扩张之际，微软 (MSFT.US)预计将成为"美股七巨头"中唯一在2026年实现自由现金流增长的超大规模云服务商。 Evercore指出，亚马逊(AMZN.US)、谷歌(GOOGL.US)以及Meta Platforms(META.US)预计将在2026年出 现自由现金流同比下降，另一家不属于"美股七巨头"的大型云服务提供商甲骨文(ORCL.US)的自由现金 流也预计将出现下滑。相比之下，微软在2026年的自由现金流预计将实现5%的增长，"美股七巨头"中 的另外两 ...