异动解读|德州仪器盘前上涨3.13%,Q2业绩超预期后获利回吐企稳叠加多家机构密集上调目标价

行情直击
Jul 29

7月29日,德州仪器盘前上涨3.13%,报284.12美元/股,成交额173.32万美元,此前连续数日因获利回吐出现回调,本日迎来反弹。

消息面上,德州仪器于7月22日盘后发布Q2财报,营收54.6亿美元同比增长23%,EPS为2.14美元同比增长52%,均大幅超出市场预期。财报发布后,多家机构密集上调目标价:摩根大通上调至340美元、瑞银上调至380美元、罗森布拉特上调至350美元、KeyBanc上调至390美元。摩根士丹利指出汽车需求显著增强、工业需求稳健,复苏基础较去年更为持久。管理层表示AI数据中心需求将在可预见的未来保持强劲,并已启动产品提价,效应将在Q3及Q4逐步释放。

(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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