异动解读｜MACOM Technology Solutions盘中上涨6.02%，Q3财报超预期驱动走强

行情直击08-06

8月6日，MACOM Technology Solutions盘中上涨6.02%，报286.6美元/股，成交额1.21亿美元。

消息面上，公司今日盘前发布Q3财报，业绩全面超出市场预期。调整后每股收益为1.40美元，超出一致预期的1.35美元；营收为3.42亿美元，超出一致预期的3.35亿美元，同比增长约33%。AI相关需求带动数据中心业务增长及利润弹性释放是本季度核心看点。此前该股已连续多日走强，盘中及盘后资金持续抢跑财报窗口，叠加实际业绩超预期兑现，进一步推动股价上行。机构观点整体偏多，Truist此前将目标价上调至375美元并维持买入评级，分析师平均目标价达376.57美元。

（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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