异动解读|迈威尔科技夜盘上涨4.36%,Susquehanna上调目标价至265美元叠加财报当日窗口催化

行情直击
Aug 27

8月27日,迈威尔科技夜盘上涨4.36%,报256.37美元/股,成交额70.79万美元。

消息面上,Susquehanna于财报披露前将迈威尔科技目标价由230美元上调至265美元,看好AI定制芯片业务增长,指出AWS已将针对迈威尔定制XPU业务资本支出指引从2.0亿美元上调至2.2亿美元。此前富国银行、HSBC、罗森布拉特、瑞银等机构亦密集上调目标价,市场一致目标均价达277美元以上,显著高于当前股价。公司将于8月27日盘后发布财报,市场一致预期本季营收约27.07亿美元、同比增34.74%,RBC预计公司将小幅超预期并上调下季指引,资金在财报落地前积极布局。

(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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