异动解读|日月光半导体盘中上涨3.04%,5月营收同比大增29%叠加板块超跌反弹延续

行情直击
Jun 09

6月9日,日月光半导体盘中上涨3.04%,报36.788美元/股,成交额3032.63万美元。

消息面上,公司最新披露5月未经审计合并营收达630.3亿新台币(约20亿美元),环比增长1.3%,同比增长29%;其中封装、测试及材料业务营收同比大增38%至421.6亿新台币,显示先进封装需求持续强劲。此外,此前博通AI指引不及预期引发半导体板块连续抛售,日月光从40美元上方一度跌至34美元附近,短期累计跌幅超11%,当前超跌反弹趋势延续。基本面方面,公司一季度净利润同比增长87.02%,先进封装营收目标已上调至35亿美元,AMD百亿美元合作及面板级封装新产线投产预期为中长期增长提供支撑。

(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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