异动解读|泰瑞达夜盘上涨3.77%,半导体设备板块集体反弹

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7月6日,泰瑞达夜盘上涨3.77%,报388.6美元/股,成交额150.69万美元。

消息面上,半导体设备板块在此前连续两日大幅杀跌后迎来集体反弹,同行业个股中科磊涨6.56%、拉姆研究涨5.77%、应用材料涨5.22%、阿斯麦涨4.0%。此前费城半导体指数两个交易日累计重挫约11%,泰瑞达单日跌幅一度达13.63%,多家机构认为市场对AI算力需求见顶的担忧存在过度解读。此外,Susquehanna近期将泰瑞达目标价由415美元大幅上调至550美元,Baird亦上调至446美元,均维持看好评级,为股价修复提供支撑。

(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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