行情直击06-01
6月1日，美国超微公司（AMD）盘中下跌3.59%，报492.56美元/股，成交额29.03亿美元。
消息面上，英伟达联合微软于Computex 2026大会正式发布基于Arm架构的N1X PC芯片，采用台积电3nm制程，搭载Blackwell GPU，AI算力达180-200 TOPS，首批搭载该芯片的Windows电脑本周问世。此举打破英特尔与AMD长期主导的x86 PC处理器格局，开启"三国杀"竞争态势。
AMD作为x86阵营核心厂商，高端游戏及创作类PC份额直接承压，中低端市场亦面临Arm生态挤压。盘前芯片板块明显分化，ARM Holdings涨超13%，英伟达涨近4%，而英特尔跌近6%、高通跌超7%，传统PC芯片厂商集体走弱。
美国超微公司推动高性能和AI计算领域创新，提供AI优化的CPU、GPU、网络及软件解决方案组合，产品覆盖数据中心、嵌入式系统、AI PC和游戏市场。
（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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