8月17日，广达公司（PWR）盘中上涨3.18%，报707.6美元/股，成交额1.19亿美元。
消息面上，近期多家华尔街投行密集上调广达公司目标价：杰富瑞将目标价从784美元上调至833美元，维持买入；高盛将目标价从826美元大幅上调至902美元，维持买入；KeyBanc将评级从中性上调至超配，目标价807美元。
背景来看，公司7月30日公布的Q2业绩大超预期，调整后EPS为4.24美元（预期3.30美元），营收95.6亿美元（预期86.1亿美元），同时全年调整后EPS指引上调至16.45-16.95美元（市场预期14.01美元），全年营收指引上调至393-397亿美元（预期350亿美元），显示AI驱动的电力基础设施需求持续强劲。当前建筑与工程板块整体走强，同业MasTec涨4.04%、美国舒适系统涨4.95%。
（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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