深夜！芯片巨头暴涨

Core Viewpoint - AMD's stock surged nearly 34% following the announcement of a partnership with OpenAI to deploy a total of 6GW of AMD GPU computing power, significantly boosting its market capitalization to over $350 billion [5][8]. Market Overview - On October 6, U.S. stock indices opened higher, with the Dow Jones up 0.14%, S&P 500 up 0.28%, and Nasdaq up 0.45% [1][2]. - Goldman Sachs strategists predict that upcoming earnings reports will exceed expectations due to strong economic performance and a robust outlook in the AI sector, suggesting current profit expectations are overly conservative [2]. Federal Reserve Insights - The government shutdown is complicating Federal Reserve policy-making, with risks of data interruptions increasing as budget disputes prolong [3]. - The probability of a rate cut in October is nearly 95%, with a 99% chance for December, indicating a strong market expectation for easing monetary policy [3]. AMD and OpenAI Partnership - AMD has issued warrants for up to 160 million shares to OpenAI, which will be unlocked as OpenAI completes its deployment of GPU capacity [8]. - The partnership is expected to generate hundreds of billions in revenue for AMD and significantly enhance its non-GAAP earnings per share [8]. - Both companies view this collaboration as a strategic synergy that will advance AI infrastructure and benefit the broader AI ecosystem [8].