7月31日，阿克迈盘中上涨5.09%，报112.875美元/股，成交额1.5亿美元。
消息面上，公司将于8月6日发布二季度财报，市场预期营收小幅增长。机构观点整体偏多，Evercore ISI近日将目标价上调至175美元并维持跑赢大盘评级；FactSet综合评级为"增持"，均值目标价160美元。同日所在互联网服务与基础架构板块集体走强，CoreWeave涨22%，Applied Digital涨近20%，Cloudflare涨5%，AI算力需求带动板块情绪回暖。
基本面方面，公司此前与Anthropic签署18亿美元算力大单，并深化与英伟达零信任安全合作，完成LayerX收购，AI安全与云边缘业务战略持续推进，为财报前市场预期提供支撑。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.