异动解读|迈威尔科技夜盘上涨3.18%,半导体板块回暖叠加光通信需求预期持续提振

行情直击
Jul 09

7月9日,迈威尔科技夜盘上涨3.18%,报239.08美元/股,成交额3723.33万美元。此前该股连续多个交易日经历大幅回调,本次反弹伴随半导体板块整体回暖。

消息面上,光通信板块近日持续走强,大型云厂商加大AI基础设施投入推动数据中心对高速互连、光电转换等环节需求提升,市场交易热度从AI芯片逐步扩散至光模块、网络芯片等上下游环节。此外,加拿大皇家银行此前发布研报指出,迈威尔科技凭借AI增长、光连接领导力及定制芯片管线扩张,有望在未来三年维持40%以上营收增速,数据中心收入今明两年增速超50%。板块层面,同业英特尔涨3.23%、美光科技涨2.5%、美国超微公司涨1.4%、博通涨1.11%,板块普遍走强。

(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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