消息面上,Northland Capital此前将公司评级从"跑赢大盘"下调至"与大市同步",理由是估值偏高及超大规模云服务商在2027年削减AI基础设施支出的担忧加剧。此外,公司总裁兼COO近期密集减持约39.9万股,关联前高管信托TATE 1997 LIVING TRUST亦披露拟减持3万股,内部人士持续抛售进一步强化市场对估值过高的担忧。半导体板块当日表现分化,美国超微公司跌1.48%、美光科技跌0.9%,板块情绪偏弱亦构成拖累。
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