异动解读|高通盘中下跌3.01%,供应链成本压力叠加半导体板块普跌

行情直击
Jul 28

7月28日,高通盘中下跌3.01%,报164.635美元/股,成交额1.81亿美元。

消息面上,高通已于7月24日正式向客户发出涨价通知,宣布自9月1日起对全系列芯片产品实施两位数百分比的价格上调。高通在通知中指出,公司已连续数个季度自行消化上游供应链成本上涨压力,如今无力继续承担额外支出,尽管多方尝试寻找替代零部件供应来源,仍未能对冲成本持续攀升的趋势。此外,瑞银近期将高通目标价从235美元下调至190美元,维持中性评级。高通将于7月29日盘后发布第三财季财报,市场情绪趋于谨慎。

半导体板块同步承压,行业个股中美光科技跌8.98%、美国超微公司跌8.14%、SK海力士跌6.91%、英特尔跌5.87%、英伟达跌0.96%。

(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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