异动解读|捷普科技盘中上涨5.13%,电子制造服务板块集体反弹修复AI算力过剩恐慌跌幅

行情直击
Jul 09

7月9日,捷普科技盘中上涨5.13%,报337.75美元/股,成交额5574.29万美元。

消息面上,此前全球科技板块因Meta计划出售闲置AI算力引发算力过剩担忧,电子制造服务行业于7月7日遭遇集体重挫,捷普科技单日跌超5%。经过短期情绪释放后,板块迎来技术性反弹,伟创力国际涨6.4%、TTM科技涨4.62%、Fabrinet涨2.96%,行业呈现普涨修复态势。基本面方面,捷普科技此前发布的第三财季业绩大幅超预期,营收88亿美元同比增12%,全年指引上调至350亿美元,并预计AI相关收入在2027财年增长50%。高盛、摩根大通、Baird等多家机构近期集中上调目标价至430-482美元区间,对公司AI业务前景维持乐观判断。

(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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