7月30日，捷普科技盘中下跌5.04%，报287.69美元/股，成交额1.07亿美元。
消息面上，AI硬件板块近期持续承压，市场对该板块进行估值重置。投行Stifel此前指出，当前市场预期已超前于基本面，导致股价出现调整，并将捷普科技列为估值已大幅压缩的标的之一。捷普科技所在的电子制造服务行业今日全线走弱，Fabrinet跌9.35%，伟创力国际跌8.9%，天弘科技跌8.26%，TTM科技跌7.71%，泰科电子跌2.75%，板块联动效应显著。
值得注意的是，捷普科技基本面仍获多家机构看好，高盛、摩根大通、Baird等此前均上调其目标价至440至482美元区间，公司此前财季业绩超预期并上调全年指引，AI相关营收预计增长50%。
（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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