异动解读｜艾马克技术公司夜盘上涨5.04%，Q3盈利指引超预期叠加半导体板块走强延续超跌反弹

行情直击08:30

7月31日，艾马克技术公司夜盘上涨5.04%，报50.69美元/股，成交额26.66万美元。

消息面上，公司Q3每股收益指引为0.72至0.82美元，显著高于市场预期的0.63美元；摩根士丹利将目标价由69美元上调至70美元，肯定Q2强劲执行力。此外，瑞银指出公司先进封装业务受益于AI驱动的数据中心增长，占比预计从9%提升至19%，叠加与英伟达15亿美元先进封装协议的长期利好，支撑该股在此前累计暴跌逾24%后延续技术性修复。半导体设备板块整体走强，拉姆研究涨3.08%、应用材料涨3.43%、泰瑞达涨1.81%，行业景气共振进一步提振反弹动能。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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