消息面上,根据最新提交给美国证券交易委员会(SEC)的文件,Andar Capital Management Hk Ltd大幅增持Tower半导体股份,较前一季度增持约2801.91万股,现持有该公司股份约2814.91万股,持股比例达24.95%,变动幅度高达21553.17%。该机构的大规模建仓动作显著提振了市场信心。此前Tower半导体在9月14日曾随半导体板块整体承压大幅回落,单日跌幅接近10%。当前半导体产品行业中,英特尔涨5.39%,美国超微公司涨2.49%,英伟达涨0.81%,博通涨0.03%,美光科技涨0.02%,板块整体呈反弹态势。
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