异动解读|超微电脑夜盘上涨15.12%,Q1初步营收指引大幅上修

行情直击
8 hours ago

10月21日,超微电脑夜盘上涨15.12%,报37.38美元,成交额5607.63美元。

消息面上,公司公布财年第一季度初步业绩更新,预计营收为185亿至195亿美元,显著高于此前140亿至155亿美元的指引,也高于市场预期的149.4亿美元,主要受AI平台需求增长带动。

除营收外,公司表示毛利率也超出此前预期,显示AI基础设施投资热度仍在延续。公司将于11月3日举行财季业绩电话会议,超预期指引成为此次股价异动的核心催化。

(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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