异动解读|艾马克技术夜盘上涨5.08%,英伟达发布财报提振封装合作伙伴

行情直击
Aug 27

8月27日,艾马克技术夜盘上涨5.08%,报50.86美元/股,成交额7.81万美元。

消息面上,英伟达于盘后发布财报,市场情绪带动其AI芯片封装合作伙伴走强。此前7月,艾马克技术与英伟达签署了总额达15亿美元的多年期AI半导体封装合作协议,当日股价大涨超12%。据UBS研报指出,艾马克技术在英伟达Vera CPU、GB10及N1X产品封装中的角色持续扩大,先进封装业务占比预计将从9%提升至19%,且毛利率高于公司平均水平。

艾马克技术是全球领先的外包半导体封装与测试服务商,业务覆盖中国大陆、日本、韩国、菲律宾、中国台湾和美国等地,有望持续受益于AI芯片封装需求增长。

(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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