8月4日，联电盘前上涨5.35%，报19.64美元/股，成交额157.93万美元。消息面上，半导体板块今日集体反弹，英特尔涨4.35%、美国超微公司涨3.62%、美光科技涨3.44%，板块情绪回暖带动联电修复前一交易日7.78%的跌幅。
基本面方面，联电二季度财报大幅超预期，每股收益0.54美元较一致预期的0.15美元高出260%，营收21.76亿美元超出预期；公司同步上调年度资本支出至20亿美元，并宣布新加坡及台南双线扩产计划押注AI数据中心需求，元大证券亦将其评级上调至买入，业绩与扩产逻辑持续支撑股价反弹动力。
（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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