异动解读|Tower半导体夜盘上涨7.94%,核心客户强力辟谣硅光良率传闻提振情绪

行情直击
Jun 01

6月1日,Tower半导体夜盘上涨7.94%,报275.5美元/股,成交额1378.0美元。

消息面上,5月30日晚间,公司核心客户中际旭创发布严正声明,将此前市场流传的Fab 9工厂1.6T硅光芯片良率问题定性为恶意编造虚假信息、操纵股价的违法行为,并明确表示从未在财报及电话会中提及相关风险。同时,Tower方面人士亦回应称工艺调试问题属行业常态,不影响长期客户关系与扩产计划,800G硅光芯片良率已调至较高水平,1.6T仍在正常迭代中。此前该传闻持续发酵导致公司股价从52周高点302.86美元回落逾13%,辟谣声明落地后压制因素消退,叠加公司13亿美元硅光大单及硅光业务营收同比增长3倍的基本面支撑,市场信心快速修复。

(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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