异动解读|Nova Ltd盘中上涨5.22%,半导体设备板块集体走强叠加机构上调目标价

行情直击
Jul 15

7月15日,Nova Ltd盘中上涨5.22%,报476.365美元/股,成交额6045.55万美元。

消息面上,半导体设备板块集体走强,同行业拉姆研究涨4.68%、科磊涨3.63%、应用材料涨3.03%、阿斯麦涨2.93%,板块联动效应明显。此外,Morgan Stanley于7月6日将Nova目标价由494美元上调至540美元,维持超配评级,当前分析师平均目标价为603.38美元,远高于现价,显示机构对公司中长期前景看好。基本面方面,Nova此前公布的一季度业绩超预期,非GAAP每股收益2.33美元,营收2.353亿美元,均超市场一致预期,且WMC平台获全球代工客户选定用于先进封装量测,有望带动后续产能扩展部署。

(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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