异动解读|阿斯麦盘中上涨3.11%,知名私募建仓叠加回购计划持续推进

行情直击
Aug 11

8月11日,阿斯麦盘中上涨3.11%,报1786.75美元/股,成交额3.03亿美元。

消息面上,千亿私募景林资产近日披露的13F文件显示,其二季度新建仓阿斯麦等AI算力产业链公司,同时清仓英伟达、Meta等热门科技股,释放机构资金向半导体设备领域转移的信号。此外,阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况,持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻在7月累计跌幅超18%,当前股价延续超跌后资金回流态势,机构增持与回购支撑共同推动反弹。

(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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