輝達小心了！超微股價狂噴350%變最美黑馬 Meta、OpenAI搶下單

Yahoo Entertainment - 10 maj 2026

輝達小心了！超微股價狂噴350%變最美黑馬 Meta、OpenAI搶下單

超微（AMD）近一年股價狂漲350%，表現超越輝達與台積電，成為2026年最強黑馬。最新財報顯示Q1營收破103億美元，年增38%，其中資料中心業務成長57%最為亮眼。隨著Meta與OpenAI搶先下單，AMD準備推出Helios系統正面挑戰輝達，力爭AI運算二哥地位。其自由現金流創下26億美元新高，顯示營運動能強勁，未來有望在伺服器CPU領域持續擴大市佔率，成為全球投資人關注焦點。

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