异动解读|英特格盘中下跌5.65%,美债收益率冲高引发半导体设备板块集体承压

行情直击
Aug 19

8月19日,英特格盘中下跌5.65%,报143.88美元/股,成交额4346.98万美元。消息面上,长端美债收益率持续冲高对高成长科技股估值形成压制,费城半导体指数重挫近5%,资金从AI动量板块流出转向防御资产,半导体设备板块集体承压。同行业中,AXT Inc跌10.56%,拉姆研究跌5.02%,应用材料跌3.98%,科磊跌3.7%,阿斯麦跌2.51%,板块共振加剧公司跌幅。

公司此前公布的Q2业绩大幅超预期,营收8.83亿美元、调整后每股收益0.93美元均显著好于市场预估,且德意志银行于8月12日将其评级上调至买入、目标价调高至200美元,股价曾单日大涨逾7%。在短期累计涨幅较大的背景下,宏观流动性扰动叠加获利盘兑现压力,进一步放大回调幅度。

(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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