7月31日，先进能源工业公司盘中上涨6.14%，报291.09美元/股，成交额1.1亿美元。
消息面上，公司将于8月3日发布财报，市场预期本季度营收同比增长28.84%，数据中心与半导体设备需求恢复为核心驱动。上季度公司营收5.11亿美元，同比增长26.30%，调整后每股收益2.09美元，同比增长69.92%，盈利质量延续上行。此外，Morgan Stanley近期首次覆盖并给予"增持"评级，目标价421美元，机构均价目标达429.50美元，较当前股价仍有较大上行空间。行业层面，SEMI将全球半导体前道设备市场规模增速预期上调至23.5%，科技巨头资本开支持续扩张，设备交期延长反映订单充足，行业高景气为公司基本面提供有力支撑。
（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。）
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