9月8日，慧与科技盘中上涨3.35%，报53.02美元/股，成交额1.54亿美元。股价在此前财报发布后连续回调后出现反弹。
消息面上，多家投行近日密集上调慧与科技目标价。Raymond James将目标价从74美元上调至86美元，维持"跑赢大市"评级；巴克莱将目标价从67美元上调至79美元，维持"增持"评级。此前摩根士丹利指出，公司第三财季网络订单增长36%、传统服务器订单增长75%，AI系统积压订单约70亿美元，订单与积压趋势支撑需求延续至下一财年。美银证券亦表示，多年期供应承诺和订单领先于收入确认，叠加Juniper收购协同效应，公司下一财年预测仍有上修空间。此前公司财报大幅超预期，但因供应链瓶颈及向甲骨文发行认股权证引发稀释担忧，股价一度跌至45.7美元附近，机构集中看多或推动超跌修复。
（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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