7月31日，捷普科技盘中上涨5.55%，报315.06美元/股，成交额3343.7万美元。消息面上，AI硬件板块在此前持续估值回调后延续集体反弹态势。投行Stifel此前指出，近期抛售应视为估值理性回调而非需求疲软信号，并将捷普科技列为估值已大幅压缩的标的之一。此外，多家投行此前密集上调捷普科技目标价，高盛上调至482美元，摩根大通上调至450美元，均维持看多评级，公司上季度财报超预期并上调全年指引，AI相关营收预计增长50%。捷普科技所在的电子制造服务行业今日整体走强，新美亚电子涨5.31%，TTM科技涨3.12%，伟创力国际涨2.76%。
（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。）
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