异动解读 | 奇景光电盘中大涨11.55%,受益于台积电AI及硅光子计划与板块走强

异动解读
Jun 02

奇景光电今日盘中大涨11.55%,引起了市场的广泛关注。

消息面上,天风国际证券分析师郭明錤近日表示,奇景光电正成为台积电人工智能和硅光子学计划的“关键”受益者,受益于台积电COUPE(硅光子学计划)项目,市场对公司在先进封装产业链中的卡位价值持续重估。

此外,半导体板块整体走强,AI产业链情绪高涨也带动了相关标的联动上行,进一步推高了奇景光电的股价。

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