7月30日，MACOM Technology Solutions盘中上涨9.4%，报250.86美元/股，成交额3833.48万美元。此前两个交易日该股累计下跌约10%，当日半导体板块整体大幅反弹，美光科技涨13.05%，英特尔涨11.64%，SK海力士涨12.7%。
消息面上，公司将于8月6日发布财报，市场一致预期本季度营收为3.35亿美元，同比增长33.05%；调整后每股收益为1.35美元，同比增长49.52%；息税前利润预计同比增长62.03%。AI相关需求带动数据中心业务增长及利润弹性释放为核心看点，机构观点偏多。强劲财报预期叠加板块系统性反弹，共同推动该股盘中大幅走高。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.