异动解读|TTM科技盘中上涨11.82%,AI硬件板块超跌反弹叠加财报预期支撑

行情直击
Jul 30

7月30日,TTM科技盘中上涨11.82%,报112.4美元/股,成交额4473.97万美元。

消息面上,该股此前连续多日随AI硬件板块整体回调,累计跌幅显著,本次反弹与板块整体修复节奏一致。投行Stifel此前报告指出,近期AI硬件板块抛售应被视为估值理性回调而非需求减弱信号,并将TTM科技列为估值已大幅压缩的代表性标的。同行业个股中,新美亚电子涨6.63%、天弘科技涨6.07%、捷普科技涨5.97%、伟创力国际涨4.66%,板块呈现普涨格局。此外,TTM科技将于8月5日盘后发布财报,市场一致预期本季度营收9.62亿美元,同比增长43.91%,调整后每股收益0.90美元,同比增长71.25%,较强的业绩预期对股价形成额外支撑。

(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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