异动解读|上海复旦盘中下跌5.41%,盈喜利好兑现后持续回落,主营增速不及表观业绩引发连续抛压

行情直击
Yesterday

7月17日,上海复旦盘中下跌5.41%,报26.3港元,成交额5654.28万港元。

公司此前于7月7日发布盈喜公告,预计上半年归母净利润8亿至10亿元,同比增长313%至416%,7月8日股价一度大涨逾10%。但市场核心分歧在于盈利质量:公司通过战略配售持有的盛合晶微股份确认公允价值变动收益约4.7亿元,扣除非经常性损益后净利润仅3.5亿至4.5亿元,同比增长约92%至147%,主营业务增速远低于表观业绩。利好兑现叠加扣非利润增速不及预期,资金持续获利了结,股价自高点已累计回调超20%。同日半导体板块整体承压,中芯国际跌4.06%,华虹宏力跌4.19%。

(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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10