异动解读|阿克迈盘中上涨5.19%,算力业务增长预期叠加板块联动提振

行情直击
Sep 09

9月9日,阿克迈盘中上涨5.19%,报110.93美元/股,成交额5717.77万美元。

消息面上,近期多家投行对阿克迈作出评级调整。派珀桑德勒将其评级从中性上调至增持,分析师指出算力业务即将迎来加速拐点,市场对公司营收预期偏保守,应用安全需求持续上涨及续约合同价格抬升有望成为股价催化剂。此前摩根大通亦将评级从减持上调至中性,目标价提升至158美元。RBC则指出公司云基础设施服务年内已锁定约28亿美元合同,管道中多年期中小客户合约显示强劲需求信号。同板块个股Cloudflare同日上涨7.22%,行业整体情绪偏暖,形成联动效应。

(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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