在此波AI晶片需求热潮推动下，超微（AMD）股价大涨近10%，市值正式突破1兆美元大关，成为全球少数挤身兆元俱乐部的晶片巨头之一；同时英特尔上涨12%、安谋劲扬逾17%，Meta本身亦录得11%的显著涨幅。分析师指出，代理型AI高度仰赖推论、调度与基础设施运算，而超微与英特尔作为主要算力供应商将直接受惠。
Meta的Muse代理助理旨在代表用户执行网购、订票与行程安排等多元任务，尽管周日晚间传出遭到亚马逊封锁，但市场对伺服器CPU与代理运算生态的需求仍抱持高度乐观。受此带动，AMD延续近期反弹气势，9月累计涨幅约达30%，大幅扭转了先前市场对AI投资回报率疑虑所引发的修正走势。
Semiconductor stocks surged significantly as the early success of Meta Platforms Inc.'s new AI agent, Muse, which topped Apple's App Store free app charts, sparked widespread optimism for compute chips powering agentic AI. The Philadelphia Semiconductor Index gained 4.3% in its fifth straight winning session, driving the S&P 500 up 1.5% and lifting the tech-heavy Nasdaq 100 up 2.8% to its highest close since June.
Fueled by this renewed compute frenzy, Advanced Micro Devices Inc. (AMD) jumped nearly 10% to close above a $1 trillion valuation for the first time, joining an elite group of trillion-dollar chipmakers. Intel Corp. rose 12%, Arm Holdings Plc climbed over 17%, and Meta advanced 11%, as analysts highlighted that CPU vendors Intel and AMD stand as primary beneficiaries of compute-heavy inference and agent workloads.
Designed to autonomously handle user tasks such as shopping, ticketing, and scheduling, Muse generated strong consumer enthusiasm despite being blocked by Amazon over the weekend. This rapid adoption spurred high investor confidence in the server CPU ecosystem, propelling AMD to a roughly 30% gain in September and effectively reversing prior declines prompted by concerns over AI returns on investment.