异动解读05-22
半导体制造商GLOBALFOUNDRIES Inc. (GFS) 周四夜盘股价大幅上涨5.06%，引起了市场的广泛关注。
消息面上，此次上涨主要受到美国政府重大政策利好的直接推动。据多家媒体报道，特朗普政府宣布向九家量子计算公司提供总计约20亿美元的联邦激励资金，以换取这些公司的少数股权，旨在强化美国在该前沿领域的供应链与战略主导地位。其中，格芯将获得3.75亿美元的资金支持，用于加速其量子技术解决方案的研发与部署。
此外，公司近期的积极动向也增强了市场信心。格芯已正式发布其硅光子共封装先进光引擎方案——SCALE光学模块解决方案，该平台有望在AI数据中心互连领域开辟新的增长空间。同时，公司2026年第一季度的财务业绩表现强劲，符合市场预期，并且宣布了其历史上首次季度股息，彰显了其业务模式的成熟以及对股东回报的承诺。
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