5月29日，超微电脑盘前上涨10.26%，报45.6美元/股，成交额787.44万美元。
消息面上，同属电脑硬件板块的戴尔科技发布最新季报后股价暴涨约39%，其AI服务器收入同比增长757%，新增AI相关订单达244亿美元，AI服务器储备订单创纪录至513亿美元，板块联动效应显著。与此同时，欧洲人工智能云服务商Verda宣布选用超微电脑的NVIDIA GPU加速机架规模系统，用于欧洲AI云基础设施部署。超微电脑CEO梁见后表示，公司DCBBS设计与工程能力结合最新NVIDIA Blackwell系统，可帮助客户快速部署高性能、高能效的AI基础设施。戴尔业绩验证了AI硬件需求正从芯片端加速向整机及数据中心基础设施传导，超微电脑作为AI服务器核心供应商直接受益。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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