异动解读|Tower半导体盘中下跌5.07%,AI光引擎芯片利好兑现后回吐

行情直击
Oct 07

10月7日,Tower半导体盘中下跌5.07%,报247.605美元/股,成交额3624.42万美元。此前一日该股盘中一度上涨5.5%,本次下跌呈现获利回吐特征。

消息面上,公司与NewPhotonics于9月17日宣布启动面向人工智能基础设施的激光集成光引擎光子集成电路大规模出货,首批产品支持800G至1.6T数据速率,并计划于2027年上半年开始6.4T芯片组批量交付。巴克莱银行9月18日首予增持评级,目标价310美元;BofA全球研究8月7日亦给予买入评级及367美元目标价。

Tower Semiconductor Ltd.是一家纯粹的独立专业代工厂,致力于半导体制造,在150毫米、200毫米及300毫米晶圆上提供多种工艺几何尺寸,产品广泛应用于消费电子、通信、汽车、工业及医疗设备等领域。

(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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