7月29日，恩智浦盘中下跌3.31%，报250.63美元/股，成交额1.42亿美元。
消息面上，公司于7月28日盘后发布第二季度财报，营收34.96亿美元，同比增长19%，超出预期的34.6亿美元；非GAAP摊薄每股收益3.61美元，优于预期的3.50美元。然而，调整后自由现金流仅为7.91亿美元，远低于分析师预期的9.493亿美元。此前奥本海默、美银等机构集中上调目标价至310-325美元，市场预期被推至高位，财报未能全面满足高预期。此外，市场对人工智能大规模投资回报时间表的不确定性担忧加剧，半导体板块整体遭遇抛售，美光科技跌1.96%、英伟达跌1.22%、美国超微公司跌2.71%，进一步拖累股价表现。
（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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