异动解读|迈威尔科技盘中上涨3.67%,谷歌定制芯片合作持续发酵叠加瑞银上调目标价

行情直击
Aug 20

8月20日,迈威尔科技盘中上涨3.67%,报241.39美元/股,成交额7.22亿美元。此前盘前该股一度因获利回吐下跌约3%,随后在谷歌合作利好持续消化及机构上调目标价的推动下快速反弹。

消息面上,迈威尔科技于7月29日与谷歌签署定制半导体商业协议,合作涵盖AI、存储及网络芯片领域,涉及TPU及内存处理单元两款芯片的联合开发,并向谷歌发行最多5897万股认股权证,行权价每股206.58美元,对应最高约122亿美元规模。瑞银当日将迈威尔科技目标价从300美元上调至310美元,维持买入评级,FactSet统计的分析师平均目标价为268.57美元。半导体板块内,SK海力士涨4.9%、美国超微公司涨1.34%,板块情绪有所分化。

迈威尔科技是数据基础设施半导体解决方案的领先供应商,服务领域涵盖数据中心核心到网络边缘,为无晶圆厂高性能芯片设计公司。

(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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