异动解读｜慧与科技盘中上涨3.14%，超跌修复持续叠加AI订单基本面支撑

行情直击09-25

9月25日，慧与科技盘中上涨3.14%，报64.3美元/股，成交额7.29亿美元。公司延续此前超跌修复走势，此前因Evercore ISI评级下调及CEO减持25万股等利空叠加，股价一度暴跌近11%至55.41美元，近期持续反弹。

基本面方面，公司第三财季营收122.1亿美元，同比增长33.7%，调整后EPS为1.11美元，均超预期；AI系统积压订单约70亿美元，摩根士丹利与美银均看好订单增长持续性，高盛维持"买入"评级及75美元目标价。值得关注的是，美国国际贸易委员会近日宣布就Netlist专利对美光及慧与等服务器厂商展开调查，目前公司尚未回应，后续进展或构成潜在不确定性。

（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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