消息面上,此前公司董事长兼CEO Eric A. Brock因RSU归属获授450万股普通股,为缴纳预扣税由公司代售约237.82万股,叠加公司向SEC申请由售股股东择机发售210万股普通股,短期抛压与稀释担忧自6月初以来持续压制股价,累计回调幅度显著。随着市场逐步消化上述减持为税务相关操作而非主动抛售信号,加之公司5月新增订单超3000万美元、二季度至今订单突破1.1亿美元的强劲基本面支撑,股价出现修复性反弹。此外,通信设备板块整体回暖,诺基亚涨4.89%、Lumentum涨3.78%、思科涨2.95%,行业联动效应为反弹提供助力。
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