异动解读|恩智浦盘中上涨4.17%,半导体板块集体反弹带动超跌修复

行情直击
Jul 30

7月30日,恩智浦盘中上涨4.17%,报244.54美元/股,成交额6261.19万美元。

消息面上,恩智浦此前因Q2调整后自由现金流仅7.91亿美元,远低于分析师预期的9.493亿美元,叠加半导体板块抛售,单日跌幅超5%。当前半导体板块集体反弹,美光科技涨9.85%、美国超微公司涨8.45%、SK海力士涨8.57%、英特尔涨7.87%,行业情绪显著回暖带动恩智浦超跌修复。机构端方面,Needham维持买入评级及300美元目标价,看好数据中心与边缘AI长期成长潜力;TD Cowen则下调目标价至290美元,投行对公司增长前景分歧显著。

(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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