芯片，突发！AMD盘中暴涨超30%

Market Overview - On October 6, U.S. stock indices opened higher, with the Nasdaq up 0.49% and the S&P 500 up 0.28%, while the Dow Jones experienced a decline [1] - AMD shares surged over 30% following a significant agreement with OpenAI to deploy up to 6GW of AMD Instinct GPUs over the coming years [1] Company Specifics - AMD's market capitalization reached approximately $350.7 billion, with a price increase of 31.24% [2] - Other semiconductor stocks also saw gains, with Micron Technology and TSMC rising over 4%, and Intel increasing by over 2% [2] Industry Insights - Morgan Stanley's latest report predicts a "super cycle" for the storage chip industry driven by high demand from the AI boom, leading to supply shortages and price increases [3] - Major manufacturers like Samsung and SanDisk have recently notified clients of price adjustments, indicating a rapid increase in spot market prices [3] Tesla Developments - Tesla's stock rose over 2% as the company teased an important announcement on social media, expected to relate to affordable electric vehicles, with production costs projected to be about 20% lower than the Model Y [3][4] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index initially fell but later rose over 0.4%, with NIO Inc. increasing by over 13% and WeRide gaining over 3% [4][5] Gold Market - Spot gold prices increased by over 1.5%, while COMEX gold rose by over 1.2% [5]