异动解读 | 日月光半导体盘前大涨7.26%,前期超跌后基本面支撑技术性反弹延续

异动解读
7 hours ago

日月光半导体今日盘前股价大幅上涨7.26%,引起了市场的广泛关注。

此次上涨被市场解读为前期超跌后的技术性反弹延续。消息面上,此前一周公司股价因董事Jeffrey Chen大规模抛售,叠加半导体板块系统性走弱,累计跌幅已超过15%,存在明显超跌。当前,公司基本面依然稳健,一季度业绩表现优异,封测服务价格上调了5%至20%,并将先进封装营收目标上调至35亿美元,同时积极扩充AI、高性能计算等高端产能,为股价提供了有力支撑。

此外,半导体板块整体情绪在盘前时段有所修复,同行业公司也出现上涨,共同推动了日月光半导体股价的反弹。

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