异动解读|德州仪器盘前下跌3.36%,Q2业绩超预期后获利回吐延续叠加半导体板块普跌

行情直击
Jul 28

7月28日,德州仪器盘前下跌3.36%,报273.4美元/股,成交额185.34万美元,延续财报发布后的回调走势。

消息面上,德州仪器于7月22日盘后发布Q2财报,营收54.6亿美元同比增长23%,EPS为2.14美元同比增长52%,均大幅超出市场预期;Q3营收指引中值亦高于分析师预估。然而该股年内已累涨超70%,业绩虽超预期但基本符合市场已充分抬升的预期水位,"利好出尽"效应持续发酵。摩根士丹利指出本季业绩largely meets elevated expectations,多家投行虽上调目标价但部分机构如TD Cowen反而下调目标价至340美元。当前半导体板块整体承压,美光科技跌6.65%、英特尔跌4.85%、SK海力士跌5.03%,行业情绪低迷加剧获利了结压力。

德州仪器设计和制造半导体,主要业务为模拟和嵌入式处理,总部位于德克萨斯州达拉斯,在35个国家设有业务。

(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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