8月7日，意法半导体盘前上涨5.26%，报56.09美元/股，成交额690.21万美元。
消息面上，市场消息显示意法半导体在光模块用MCU领域占据约80%市场份额，受AI算力需求驱动800G及1.6T光模块放量，该品类MCU已涨价30%-40%，且公司无扩产计划，产能满载仅能满足高端市场约70%需求，2027年产能已被头部厂商锁定。此外，公司此前公布Q2调整后每股收益0.31美元超预期14.8%，营收同比增长26%，AI数据中心业务目标上调至超10亿美元，贝伦贝格将目标价上调至68欧元。半导体板块整体走强，美光科技涨3.86%，英特尔涨3.10%，美国超微公司涨3.01%。
（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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