Flex Announces U.S. Manufacturing Collaboration with AMD to Accelerate Domestic AI Infrastructure [Accessibility Statement] Skip NavigationCollaboration extends U.S.-based manufacturing starting with AMD Instinct MI355X GPU platforms, and scaling to future generationsNews summary- Flex's advanced manufacturing capabilities, combined with AMD high-performance computing leadership, will help data center operators scale AI infrastructure.- Flex will scale with AMD to build future generations of AMD Instinct pl ...

Ryzen AI PRO 400 Series Desktop Processor Ryzen AI PRO 400 Series Desktop Processor News Summary AMD expands its Ryzen AI portfolio with new Ryzen AI 400 Series and Ryzen AI PRO 400 Series desktop processors, the world’s first for next-gen AI PC applications with support for Copilot+ PC experiences.OEM partners announce new AI PC offerings with enterprise-class notebooks and mobile workstations powered by Ryzen AI PRO 400 Series mobile processors.Ryzen AI 400 Series mobile processors deliver up to 30% f ...

more information, and to register interest, new partners can visit [GSMA.com/open-telco-ai].[1] Source: GSMA Intelligence, [Telco AI: State of the Market, Q4 2025,](published January 2026)About GSMAThe GSMA is a global organisation unifying the mobile ecosystem to discover, develop and deliver innovation foundational to positive business environments and societal change. Our vision is to unlock the full power of connectivity so that people, industry, and society thrive. Representing mobile operators and org ...

交银国际研究 公司更新 | 科技 | 收盘价 | | 目标价 | | 潜在涨幅 | 2026 年 3 月 2 日 | | --- | --- | --- | --- | --- | --- | --- | | +37.4% | 美元 | 200.21 | 美元 | 275.00 | | | | 超微半导体 (AMD US) | | | | | | | | 与 META 达成合作协议，关注项目落地进程 | | | | | | | 个股评级 买入 1 年股价表现 资料来源： FactSet 2/25 6/25 10/25 2/26 -40% -20% 0% 20% 40% 60% 80% 100% 120% 140% 160% 180% AMD US 标普500 股份资料 | 52周高位 (美元) | 264.33 | | --- | --- | | 52周低位 (美元) | 78.21 | | 市值 (百万美元) | 326,424.39 | | 日均成交量 (百万) | 31.31 | | 年初至今变化 (%) | (6.51) | | 200天平均价 (美元) | 208.02 | | 资料来源： Fact ...

交银国际研究 公司更新 | 科技 | 收盘价 | | 目标价 | | 潜在涨幅 | 2026 年 3 月 2 日 | | --- | --- | --- | --- | --- | --- | --- | | +37.4% | 美元 | 200.21 | 美元 | 275.00 | | | | 超微半导体 (AMD US) | | | | | | | | 与 META 达成合作协议，关注项目落地进程 | | | | | | | 个股评级 买入 童钰枫 1 年股价表现 资料来源： FactSet 2/25 6/25 10/25 2/26 -40% -20% 0% 20% 40% 60% 80% 100% 120% 140% 160% 180% AMD US 标普500 股份资料 | 52周高位 (美元) | 264.33 | | --- | --- | | 52周低位 (美元) | 78.21 | | 市值 (百万美元) | 326,424.39 | | 日均成交量 (百万) | 31.31 | | 年初至今变化 (%) | (6.51) | | 200天平均价 (美元) | 208.02 | | 资料来源： ...

交银国际研究 每日晨报 2026 年 3 月 2 日 今日焦点 每月金股 三月研选：聚焦"盈利确定性"与"政策共振" 交银国际研究团队 全国"两会"定调与企业年报"大考"交汇，港股交易逻辑由"预期博 弈"转向"盈利验真"。 3 月关注变量： 1）全国"两会"政策兑现成色；2）年报业绩指引与企 业回购力度；3）美联储 3 月 FOMC 会议。 行业配置聚焦"盈利确定性"与"政策共振"，哑铃策略再平衡。1）互 联网与新经济成长；2）硬科技与出海制造；3）全球定价的上游资源 品；4）红利低波资产。 三月金股组合： 置富产业信托（778 HK） | 英伟达 | | NVDA US | | --- | --- | --- | | 长期增长能见度增强，期待 | GTC 产品路线图，上 | 评级: 买入 | | 调目标价 | | | | 收盘价: 美元 184.89 | 目标价: 美元 260.00↑ | 潜在涨幅: +40.6% | | 王大卫, PhD, CFA | Dawei.wang@bocomgroup.com | | FY1Q27 收入指引 780 亿美元：FY4Q26 收入 681 亿美元，高于之前指引 中位 ...

Core Insights - Wind River, an Aptiv company, is collaborating with AMD to create the first commercially available platform that integrates Open RAN functions with AI-RAN workloads on shared hardware [1] Group 1: Collaboration and Innovation - The partnership aims to address a significant challenge for operators, as traditional methods necessitate separate systems for radio access networks [1]

Welcome to the Spartan UltraScale Plus SCU35 Technical Reference Design Demonstration. In this walkthrough, you will explore the AMD Spartan UltraScale Plus SCU35 Evaluation Kit and build the SCU35-IO Technical Reference Design, TRD. You will generate the hardware platform in the AMD Vivado Design Suite, develop and build the standalone software application in the AMD Vitis Unified IDE, create the device image, and finally run and validate the design on the target hardware.This demo requires the Spartan Ult ...

2026 年 03 月 01 日 行业研究 评级：推荐(维持) | 1 研 2 1 2 C | | --- | | œ | | 研究所： | | | --- | --- | | 证券分析师： | 董伯骏 S0350521080009 | | | dongbj@ghzq.com.cn | | 证券分析师： | 李永磊 S0350521080004 | | | liyl03@ghzq.com.cn | | 证券分析师： | 杨仁文 S0350521120001 | | | yangrw@ghzq.com.cn | | 证券分析师： | 王鹏 S0350525090001 | | | wangp05@ghzq.com.cn | [Table_Title] 中国 2026 年计划实施 2 次载人飞行、1 次货运 飞船补给任务 ——新材料产业周报 最近一年走势 | 行业相对表现 | | | 2026/02/27 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 基础化工 | 6.0% | 26.1% | 52.2% | | 沪深 300 | 0.1% | 4.3% ...

Group 1 - Apple is experiencing record-breaking iPhone sales, with a significant upcoming launch in India that could enhance production and growth in the region [2] - CEO Tim Cook hinted at a three-day launch event starting Monday, which will include a special hands-on experience on the final day [3] - Tim Cook has expressed concern following a classified CIA briefing regarding a potential China-Taiwan conflict, indicating a heightened sense of caution [4][5] Group 2 - Apple plans to shift part of its Mac Mini production from Asia to a facility in Houston, Texas, as part of its strategy to localize its supply chain [6]