异动解读｜慧与科技盘中上涨3.09%，大摩上调IT硬件行业评级并点名看好

行情直击08-12

8月12日，慧与科技盘中上涨3.09%，报56.06美元/股，成交额1.3亿美元。

消息面上，摩根士丹利将美国IT硬件行业展望从"谨慎"上调至"与大盘持平"，同时将慧与科技评级从"与大市同步"上调至"增持"，目标价调整为69美元。该行分析师指出，存储器芯片价格飙升正催生"错失采购恐惧症"，企业加速采购服务器及存储设备以锁定价格、规避供应短缺，AI相关产能扩张推动服务器与存储增速达历史最高水平。此外，高盛同日维持慧与买入评级，目标价75美元。同行超微电脑涨13.2%、希捷科技涨7.67%，AI硬件板块整体走强。

（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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