异动解读|Viavi Solutions盘中上涨5.05%,AI硬件抛售潮缓和叠加多重利好驱动通信设备股延续修复

行情直击
Jul 21

7月21日,Viavi Solutions盘中上涨5.05%,报40.935美元/股,成交额812.21万美元。

消息面上,此前持续多个交易日的AI硬件板块抛售潮明显缓和,通信设备股集体反弹延续,同板块Lumentum涨6.31%、诺基亚涨5.26%、Applied Optoelectronics涨7.19%、Arista涨3.33%,板块联动修复效应持续。投行Stifel此前将Viavi列为业绩修正幅度有望超越估值倍数压缩的标的,叠加公司近期获得欧盟110万美元6G安全项目资助、PCIe 6.0平台获PCI-SIG黄金套件认证以及Ultra Ethernet AI网络验证方案发布等多重利好,估值修复动力持续释放。

(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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