异动解读|泰科电子盘中上涨3.11%,电子制造板块集体走强叠加财报超预期余温

行情直击
Aug 04

8月4日,泰科电子盘中上涨3.11%,报211.34美元/股,成交额8454.59万美元。

消息面上,泰科电子所在的电子制造服务板块集体走强,同业Fabrinet涨14.3%、TTM科技涨9.39%、伟创力涨6.87%,行业景气度回升带动板块资金流入。此外,公司于7月22日发布的第三财季业绩持续消化:净销售额51.6亿美元超预期(一致预期50.03亿),调整后每股收益2.94美元超预期3.52%;Q4指引调整后EPS约3.05美元,亦高于市场预期的2.97美元。公司CEO指出AI算力、自动化及新能源需求持续释放,有望实现全年营收与盈利双位数增长目标。同时,公司宣布以约14亿美元收购Astrodyne TDI,进一步拓展产品组合。

(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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