异动解读|天弘科技盘中上涨6.23%,Q2业绩超预期效应延续叠加板块回暖

行情直击
Jul 30

7月30日,天弘科技盘中上涨6.23%,报352.89美元/股,成交额9556.52万美元。前一交易日公司随板块整体承压回落5.31%,今日电子制造服务板块普遍回暖,TTM科技涨9.4%,Fabrinet涨5.79%,捷普科技涨4.4%,板块情绪修复叠加强劲业绩支撑推动股价反弹。

消息面上,公司此前发布的Q2财报业绩全面超预期:营收47亿美元,同比增长62%,超市场预期的43.72亿美元;调整后每股收益2.54美元,超预期约11.9%。公司同时将全年营收指引大幅上调至205亿美元,调整后EPS上调至11.30美元。此外,RBC将目标价由440美元上调至450美元,维持跑赢大市评级,指出公司受益于AI基础设施需求强劲及市场份额提升,客户订单可见性已延伸至2029年。

(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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