7月14日，上海复旦盘中下跌5.04%，报27.9港元，成交额4960.88万港元。公司此前于7月7日发布盈喜公告，预计上半年归母净利润8亿至10亿元，同比增长313%至416%，7月8日股价一度大涨逾10%，此后连续多日回落。
市场核心分歧在于盈利质量：公司通过战略配售持有的盛合晶微股份确认公允价值变动收益约4.7亿元，扣除非经常性损益后净利润仅为3.5亿至4.5亿元，同比增长约92%至147%，主营业务增速远低于表观业绩。利好兑现叠加扣非利润增速不及预期，资金持续获利了结，股价自高点已累计回调超16%。板块方面，半导体产品行业今日整体偏弱，华虹宏力跌4.64%、天数智芯跌4.92%，行业氛围未能提供有效支撑。
（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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