消息面上,该股此前因联手英伟达与西门子推出面向DSX Vera Rubin平台的新一代AI工厂参考设计方案,叠加Q2新增订单约20亿美元同比翻倍增长,股价从前期低点18.88美元大幅反弹至28美元上方。此后因板块整体回调及获利回吐,股价一度回落至22美元附近。当前随着短期抛压释放,AI数据中心业务拓展前景及订单基本面持续提供支撑,股价出现技术性修复反弹。
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