消息面上,KeyBanc将迈威尔科技目标价从385美元上调至400美元,维持"增持"评级。同时,半导体及存储板块盘前集体反弹,SK海力士涨超6%,美光科技涨超3%,AMD涨超2%,板块在前一交易日因SK海力士获利了结潮大幅回调后出现修复行情。光通信概念同步走强,康宁、Lumentum、Coherent等涨超2%。此前RBC Capital Markets亦指出,迈威尔科技受益于AI网络需求强劲,数据中心收入有望保持50%以上增速,未来三年可维持40%以上复合增长。
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