异动解读|超微电脑盘中上涨14.59%,毛利率指引大幅上修叠加新订单突破600亿美元

行情直击
Jul 22

7月22日,超微电脑盘中上涨14.59%,报29.375美元/股,成交额5.01亿美元。

消息面上,公司发布初步业务更新,将第四财季毛利率预期从此前8.2%至8.4%大幅上修至15%至17%,主要得益于有利的客户和产品组合。同时,公司披露当季新增订单规模超600亿美元,积压订单创历史新高,预计将在未来几个季度陆续交付。不过公司预计当季营收接近110亿至125亿美元指引区间下限。

受此利好带动,多家投行上调目标价,Needham将目标价从40美元上调至46美元,巴克莱从34美元上调至38美元。同业戴尔盘中涨4.91%,慧与亦跟随走高。公司预计将于8月11日召开财报电话会议。

(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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