异动解读｜慧与科技盘中上涨3.7%，遭评级下调及高管减持重挫后延续低位反弹

行情直击09-16

9月16日，慧与科技盘中上涨3.7%，报57.96美元/股，成交额2.98亿美元。

消息面上，慧与科技近日连遭多重利空打压：Evercore ISI将其评级从"跑赢大盘"下调至"与大盘持平"，富国银行将目标价大幅下调至54美元；CEO Antonio Neri于9月11日减持25万股，均价60.44美元，合计此前披露的拟减持计划达75万股；叠加三大AI巨头呼吁放缓研发，股价此前两个交易日累计跌幅超20%。当前反弹主要受基本面支撑，公司Q3营收122亿美元同比增长34%，调整后EPS为1.11美元同比增长152%，全年EPS指引上调至3.75-3.85美元远超市场预期，PEG仅0.51，估值处于AI硬件股低位，超跌后吸引资金回补。

（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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