6月25日，新聚思盘前上涨5.22%，报297.0美元/股，成交额15.04万美元。公司于当日盘前发布财报，市场预期本季度营收同比增长17.40%，调整后每股收益预期为3.92美元。上一季度公司业绩大超预期，营收171.61亿美元同比增18.10%，调整后EPS达4.73美元，远超市场预期的3.31美元。
此外，摩根士丹利于6月23日将公司目标价从271美元大幅上调26%至341美元，维持"增持"评级，同时将服务器市场TAM上调至8090亿美元（同比增长82%）。该行指出，AI本地部署推动企业服务器需求超预期，公司旗下Hyve合约制造资产仍被市场低估，其贡献了公司27%的营业利润，却较同业存在约25%的估值折价。
（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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