异动解读|日月光半导体盘中上涨8.68%,6月营收同比增33%叠加先进封装涨价逻辑延续

行情直击
Jul 09

7月9日,日月光半导体盘中上涨8.68%,报43.38美元/股,成交额3557.25万美元。

消息面上,公司公布6月营收数据,实现合并净收入657.83亿新台币,同比增长32.9%;其中封装、测试及材料(ATM)业务收入同比大增41.8%至434.85亿新台币,显著超出市场预期。第二季度累计合并净收入达1910.64亿新台币,同比增长26.7%。此外,公司于7月1日宣布先进封装报价上调逾20%,涵盖CoWoS及FoCoS等品类,美银此前上调公司估值预期,认为服务器CPU相关封测市场规模有望从19亿美元增至96亿美元。当日半导体板块整体回暖,美光科技涨6.43%、英特尔涨4.05%。

(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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