2026-08-05 科创50ETF外部事件：AMD二季度数据中心收入同比增107%

{ "schema_version": "1.0", "as_of": "2026-08-05T14:30:00+08:00", "asset_keys": ["STAR50"], "instrument": { "name": "科创 50ETF", "exchange_symbol": "SSE.588000" }, "events": [ { "event_id": "STAR50-20260805-AMD-Q2-DATACENTER-RESULT-V1", "title": "AMD 二季度数据中心收入同比增 107%", "event_time_utc": "2026-08-04T20:15:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-04T20:15:00Z", "event_type": "earnings_guidance", "source_tier": "A", "asset_keys": ["STAR50"], "direction_score": {"STAR50": 0}, "confidence": 97, "horizon": "days", "transmission_chain": "AMD 披露二季度数据中心收入同比增长 107%并给出三季度营收约 130 亿美元指引→全球 AI 服务器与 GPU 需求、半导体设备和存储先进封装订单预期更新→科创 50 中 AI 算力与半导体成分股的信息变化经指数权重传导至科创 50ETF 价格", "invalidation_conditions": [ "AMD 后续更正或撤回二季度财务数据、数据中心收入或三季度营收指引时，以最新公告替代本条", "AMD 公布三季度实际结果后，以实际数据替代本条中的前瞻指引", "本条只记录 AMD 财报事实及其到 STAR50 的行业传导路径，不将该路径写成科创 50ETF 已经发生的涨跌" ], "raw_facts": { "财报发布时间": "2026 年 8 月 4 日 16:15 EDT；对应 UTC 为 2026-08-04T20:15:00Z", "二季度营收": "115.36 亿美元，同比增长 50%", "二季度数据中心收入": "67 亿美元，同比增长 107%", "二季度非 GAAP 摊薄每股收益": "1.66 美元，同比增长 246%", "三季度营收指引": "约 130 亿美元，上下浮动 3 亿美元", "三季度营收指引中点": "同比增长约 41%，环比增长约 13%", "三季度非 GAAP 毛利率指引": "约 56%", "财报季度截止日": "2026 年 6 月 27 日" }, "source_urls": [ "[https://ir.[amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results](https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results)](https://amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results](https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results))" ], "source": [ { "publisher": "Advanced Micro Devices, Inc.（AMD）", "title": "AMD Reports Second Quarter 2026 Financial Results", "published_at": "2026-08-04T20:15:00Z", "url": "[https://ir.[amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results](https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results)](https://amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results](https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results))" } ] } ], "exclusions": [ "未重复寒武纪半年度报告与业绩说明会安排、澜起科技回购、中微公司业绩预告及此前已发布的半导体公司事件", "未纳入科创 50 指数或个股行情、技术指标、ETF 申赎、资金流量、点位和操作建议", "未纳入来源为行业转述、缺少原始数字或无法明确传导至 STAR50 的候选事项" ] }