9月2日，联电夜盘下跌3.13%，报19.83美元/股，成交额61.01万美元。此前联电因董事会批准发行最高18亿美元无担保海外可转换债券，9月1日曾大幅上涨。该可转债暂定票面利率为0%、期限最长五年，所得资金用于购置设备及工厂建设，延续约50亿美元资本开支计划，加码新加坡及台南产能扩张。零息可转债意味着投资者回报完全依赖转股，潜在股权稀释压力或令前日涨幅部分回吐。
行业层面，半导体板块整体承压，英特尔跌0.97%、美光科技跌0.69%、英伟达跌0.21%，板块弱势加剧个股回调。基本面方面，联电二季度EPS为0.54美元，大幅超出市场预期的0.15美元，7月营收同比增长19%，成熟制程景气度持续改善。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.