异动解读|奇景光电盘中上涨8.08%,台积电先进封装受益者逻辑持续发酵

行情直击
Jun 02

6月2日,奇景光电盘中上涨8.08%,报24.49美元/股,成交额3857.17万美元。

消息面上,天风国际证券分析师郭明錤近日表示,奇景光电正成为台积电人工智能和硅光子学计划的"关键"受益者,受益于台积电COUPE(硅光子学计划)项目,市场对公司在先进封装产业链中的卡位价值持续重估。叠加半导体板块整体走强,迈威尔科技涨22.5%、博通涨5.28%、英伟达涨2.87%,AI产业链情绪高涨带动相关标的联动上行。

奇景光电是全球领先的无晶圆厂半导体解决方案提供商,致力于显示成像处理技术,同时也是汽车显示技术的全球市场份额领导者。

(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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