异动解读|舜宇光学科技盘中上涨3.7%,连续重挫后超跌修复

行情直击
Jun 30

6月30日,舜宇光学科技盘中上涨3.7%,报61.65港元/股,成交额2.63亿港元。此前公司股价连续多个交易日大幅下挫,6月25日至29日累计跌幅超过20%,本次上涨为连续重挫后的超跌修复。

此前连续下跌主要受三重利空夹击:苹果确认AI浪潮带动存储芯片短缺、旗下产品全面涨价,终端需求前景承压;大客户削减约30%手机零部件采购规模,直接冲击公司下半年出货量预期;公司同期公告拟发行人民币计值债券用于现有债务再融资,引发市场对融资稀释的担忧。经过连续大幅调整后,短期抛压有所释放,叠加公司此前在投资者日披露的"光学+AI"战略布局及光互连产品已进入客户验证阶段等中长期利好,为估值提供一定支撑。

(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。)

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10