异动解读|TTM科技盘中上涨5.29%,Q2业绩大超预期延续强势反弹

行情直击
Aug 07

8月7日,TTM科技盘中上涨5.29%,报141.645美元/股,成交额5820.37万美元。

消息面上,公司此前发布第二季度财报,调整后每股收益0.99美元,高于市场一致预期的0.90美元,同比增长70.69%;当季营收10.04亿美元,超出预期的9.62亿美元,同比增长37.42%。财报公布后股价盘后一度急跌10.4%至117.6美元,但市场重新评估业绩后迅速修复,连续多日走强。该股7月累计跌幅超40%,近期随AI硬件板块进入修复通道持续反弹。投行Stifel此前将TTM科技列为估值已大幅压缩的代表性标的,认为AI硬件板块抛售为估值理性回调而非需求减弱信号,业绩超预期进一步强化反弹逻辑。

(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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