异动解读|安诺电子盘前上涨3.18%,Q2业绩大超预期叠加机构密集上调目标价持续发酵

行情直击
Aug 04

8月4日,安诺电子盘前上涨3.18%,报168.0美元/股,成交额107.56万美元。

消息面上,公司7月29日发布Q2财报,调整后每股收益1.35美元,超出市场预期的1.18美元约14.4%;营收87.6亿美元,同比增长55%,超出预期的82.6亿美元。Q3指引同样强劲,预计每股收益1.40至1.42美元,远高于市场预期的1.27美元;营收指引93亿至94亿美元,亦超出预期的86.7亿美元。

财报发布后,Truist将目标价从200美元上调至215美元并维持买入评级,此前摩根大通、巴克莱分别上调至215美元和198美元。多家机构看好公司在AI连接器领域铜缆与光纤双线布局的龙头地位,叠加6月产品提价5%对毛利率的正面贡献预期,利好情绪持续发酵。电子元件板块整体走强,Coherent涨13.06%、康宁涨7.42%,行业氛围亦提供支撑。

(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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