Big investors placed a flurry of options bets on Advanced Micro Devices (NASDAQ: AMD stock), according to Benzinga's options scanner, which flagged 32 unusual trades. Calls outnumbered puts, and the l... ...

Investors with a lot of money to spend have taken a bullish stance on Advanced Micro Devices (NASDAQ:AMD).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AMD, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options sca ...

行业观点 北美四大云厂商（微软、谷歌、Meta、亚马逊）资本开支持续增长，并且对未来资本支出展望积极。我们认为北美四 大 CSP 高资本开支具备可持续性，且仍有提升空间。英伟达 AI 服务器机柜 2026 年有望大幅增长，Token 数量爆发式 增长，我们研判 ASIC 数量将迎来爆发式增长，继续看好 AI 覆铜板/PCB 及核心算力硬件。AI 大模型驱动存储向 3D 化 演进，长鑫、长存等扩产项目落地，叠加成熟及先进制程积极扩产，国产半导体设备有望迎来新一轮高速增长机遇。 国内云厂商资本开支尚有较大提升空间，国产 AI 芯片迎来新机遇。AI 端侧应用加速推进，苹果积极推进 Apple Intelligence 系统整合及端云协同，看好苹果折叠手机等硬件创新及端侧 AI 落地，AI/AR 眼镜、SOC 及光学迎发展良 机。2026 年看好 AI 覆铜板/PCB 及核心算力硬件、半导体设备、国产算力、存储涨价及 AI 端侧硬件受益产业链。 投资逻辑 AI 覆铜板/PCB 及核心算力硬件继续量增价升：英伟达 GPU 快速增长，谷歌及亚马逊 ASIC 爆发式增长，对覆铜板/PCB 需求强劲，2026 年英伟达 Ru ...

In contrast, SSO gives 2x daily leveraged exposure to the full S&P 500, making it more diversified across sectors—though still tech-heavy, with technology at 31%, cash and others at 30%, and financial services at 9%. Its top holdings include Nvidia, Apple, and Microsoft, each with slightly larger portfolio weights than SOXL’s top names. Both funds reset leverage daily, which introduces compounding effects and risk of path-dependent losses.SOXL delivers 3x daily exposure to the NYSE Semiconductor Index, resu ...

Editor's note: Seeking Alpha is proud to welcome Sandeep Gupta as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Sandeep Gupta is a technology investment analyst and writer specializing in semiconductor companies, AI infrastructure providers, and enterprise technology markets, bringing a strategic business perspective to evaluating technology investment ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the new stocks David Tepper has bought. As of December 29, the average price target for AMD suggests an upside of 34%; however, the Street high indicates an upside of 77%. In Q3 2025, David Tepper purchased 950,000 shares of AMD valued at $153.70 million, making it the billionaire’s largest new position during Q3. Since December 15, the market has been abuzz with speculation that Samsung could potentially strike a deal with AMD to provide 2nm AI chips. Th ...

如果您希望可以时常见面，欢迎标星收藏哦~ （来源 ：编译自technews ） 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 在PC的世界中，内显（Integrated Graphics，简称iGPU）长久以来被视为仅能提供最基本显示 能力的存在。若使用者希望透过PC执行高图形效能需求的工作，例如游戏或3D创作，通常仍必须 搭配独显（Discrete Graphics，简称dGPU）使用。即便只是电脑系统中并非必要的加速元件， 独显的重要性在AI浪潮推动下却与日俱增，作为主要供应商的NVIDIA也因此享受到丰硕的果实。 然而，随着内显效能大幅提升，人们逐渐意识到，内显的角色已不再局限于文书处理或基本娱乐应 用。最早吹响内显反攻号角的，非AMD莫属。内建于Phoenix平台的78 ...

2025年最后一个交易日，AI算力方向午后走强。云计算ETF（159890）午后拉升涨超1%，日K冲击6连阳。易点天下大涨11.46%，汉得信息涨超8%，中科星 图、万兴科技、泛微网络涨超4%，润泽科技、科大讯飞、金山办公等多股跟涨。 一方面，头部科技企业正抓紧机遇，启动大规模采购以快速补充高端算力。例如，阿里在计划采购英伟达H200的同时，也在寻求对AMDMI308芯片的采 购；字节计划试购2万块H200，其规划中的2026年AI资本开支高达1600亿元，若H200供应稳定，其投入与采购规模预计将进一步扩大。 另一方面，其他国内主要厂商的采购计划呈现"需求存在，但策略分化"的特点，百度正大力推动自研的昆仑芯AI芯片在其AI业务中的规模化应用，以减少对 外部芯片的依赖；腾讯为了获取比H200性能更强的算力，拟通过"算力租用"的间接方式，获得超过12亿美元最新B200/B300芯片使用权。 国海证券认为，本次放开强化了国产算力长期自主可控的战略必然性；考虑到主权AI投资规模庞大以及AI推理市场潜力大，AI算力需求或将维持高景气。 【中国算力规模持续提升】 根据IDC和浪潮信息的联合测算，预计2025年中国智能算 ...

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