7月23日，超微电脑盘中上涨5.15%，报32.135美元/股，成交额6.07亿美元，延续前一交易日超25%的强势涨幅。
消息面上，公司此前发布初步业务更新，将第四财季毛利率预期从8.2%至8.4%大幅上修至15%至17%，近乎翻倍，主要得益于有利的客户和产品组合；同时披露当季新增订单超600亿美元，积压订单创历史新高。多家机构随后调整目标价，其中Needham上调目标价至46美元并维持"买入"评级，巴克莱上调至38美元。不过，营收预计接近110亿至125亿美元指引区间下限，Mizuho则下调目标价至34美元并维持"中性"评级，显示市场对估值仍存分歧。公司预计将于8月11日召开财报电话会议。
（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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