异动解读|意法半导体夜盘上涨7.18%,半导体板块延续集体强势反弹

行情直击
Jul 31

7月31日,意法半导体夜盘上涨7.18%,报56.87美元/股,成交额149.61万美元。

消息面上,半导体板块延续前一交易日的集体强势反弹,7月30日美光科技涨11.95%、SK海力士涨11.95%、美国超微公司涨11.12%、英特尔涨10.8%,行业性资金回流显著。意法半导体此前因Q3营收指引不及预期于7月23日暴跌逾17%,但公司Q2业绩超预期,调整后每股收益0.31美元,营收同比增长26%,AI数据中心业务目标上调至超10亿美元,Q4营收有望突破40亿美元。贝伦贝格此前将目标价从53欧元大幅上调至68欧元,反映机构对公司周期性复苏及AI增长前景的积极评估,超跌修复叠加板块共振推动股价持续走强。

(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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