异动解读|赛富时盘中上涨3.54%,获16亿美元政府合同叠加机构增持延续强势

行情直击
Aug 03

8月3日,赛富时盘中上涨3.54%,报192.77美元/股,成交额2.91亿美元。

消息面上,赛富时近期获得美国退伍军人事务部16亿美元合同,叠加此前135亿美元国防订单落袋,政府业务持续放量。此外,花旗、古根海姆等投行上调其评级至"买入",市场情绪在经历前期摩根士丹利等机构集中下调后出现修复。该股上周累计大涨12.4%,跑赢标普500指数11.4个百分点。当前股价对应约13.1倍FY27调整后EPS指引中值,较52周高点仍有逾30%折价,资金持续回流软件板块为股价提供支撑。

(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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