5月22日，Tower半导体盘中上涨5.09%，报277.94美元/股，成交额3.33亿美元。消息面上，公司此前因一季度业绩大幅超预期及签署13亿美元硅光子长期供应合同，股价自5月13日以来累计大涨超40%，经历5月15日及18日连续两日约5.5%的获利回吐后，买盘重新介入。
基本面方面，公司一季度营收4.14亿美元同比增长15%，净利润同比增长62%，硅光业务营收同比增长3倍；13亿美元大单已收到2.9亿美元预付款锁定产能，客户承诺2028年追加更大订单。多家机构近期密集上调目标价，Wedbush从140美元大幅上调至300美元，中信证券给予316美元目标价并维持买入评级，持续为市场信心提供支撑。
（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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