盘前异动 | 三大股指期货齐上扬;绩优股超微电脑盘前升10%、CoreWeave飙17%、Lumentum升7%;存储股普遍向上,SK海力士、闪迪齐升3%

老虎资讯综合
Aug 12

美股三大股指期货齐上扬,截止发稿,道指期货升0.03%,纳指期货升0.43%,标普500指数期货升0.5%。

超微电脑 盘前飙升 10%;第四财季,超微电脑销售额略低于分析师预期,EPS同比增超三倍、较预期高近7%,毛利率同比几乎翻倍至逾17%、高于公司上调后指引;第一财季销售指引中值较预期高25%,EPS指引中值较预期高逾40%;2027财年销售指引中值较分析师预期高近30%。

CoreWeave, Inc.盘前股价大涨17%。CoreWeave二季度营收25.75亿美元,同比增长112%,高于预期的25.6亿美元。核心指标营收积压订单达到约1040亿美元,较第一季度末的994亿美元进一步增加。CEO称,Q2签署合同预期利润率较近几个季度新增合同高出5‑10个百分点。

Lumentum Holdings Inc.盘前升 7%;第四财季,Lumentum营收同比增109%、非GAAP口径ESP增267%至3.23美元,同口径毛利率略超50%,组件与系统业务营收均翻倍增长;非GAAP口径净利润同比增415%,但GAAP口径净亏损72亿美元、EPS为-84.65美元,源于一次性非现金债务清偿损失78亿美元。第一财季,营收指引中值同比增135%、较市场预期高8%,EPS中值282%、较预期高16%。

NEBIUS盘前涨8%,凯雷新建仓叠加将于今日盘前披露财报,市场预期营收大幅同比增长。

IREN Ltd盘前涨5%,受CoreWeave强劲业绩与展望带动,同类算力与云服务标的盘后走强。

Coherent盘前涨5%,发布季度财报,数据中心与通信业务增长强劲提振情绪。

美股存储股普遍向上, SK海力士、闪迪盘前升逾 3%。

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