8月3日，迈威尔科技夜盘上涨3.15%，报193.47美元/股，成交额584.47万美元。
消息面上，半导体板块延续此前反弹走势，存储及半导体概念股夜盘普涨，美光科技、SK海力士、英特尔等同步走高，板块整体回暖为迈威尔科技提供支撑。此前微软与亚马逊强劲财报显著提振AI资本开支预期，亚马逊将全年资本开支计划上调至2200亿美元，其中AWS营收同比增长37%，迈威尔科技与AWS拥有五年期定制AI芯片合作协议，直接受益于超大规模客户支出扩张。此外，多家机构近期集中上调迈威尔科技目标价仍在持续发酵，KeyBanc上调至400美元，RBC Capital维持360美元，华兴资本上调至276美元，44位分析师中绝大多数维持买入评级。
（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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