异动解读|阿克迈盘前上涨14.76%,云基础设施营收同比增长39%提振市场信心

行情直击
Aug 07

8月7日,阿克迈盘前上涨14.76%,报133.51美元/股,成交额102.94万美元。消息面上,公司盘后公布第二季度财报,业绩超出市场预期,叠加云基础设施服务营收表现亮眼,推动股价大幅走高。

具体数据方面,第二季度总营收为10.99亿美元,高于分析师平均预期的10.92亿美元;经调整后每股收益为1.59美元,超出1.57美元的市场一致预期。其中,云基础设施服务营收达9900万美元,同比增长39%,成为本次财报最大亮点。公司同时给出第三季度营收指引11.1亿至11.3亿美元,调整后每股利润1.6至1.8美元,基本符合市场预期。此前美银证券曾将公司评级上调至买入,认为其已转型为具备可信度的AI基础设施平台,云基础设施业务受AI工作负载和边缘推理场景支撑加速增长。

(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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