异动解读｜Tower半导体盘前上涨5.34%，高盛上修光模块需求叠加机构大幅增持

行情直击09-17

9月17日，Tower半导体盘前上涨5.34%，报213.0美元/股，成交额123.05万美元。

消息面上，高盛大幅上修2027/2028年800G及以上光模块需求至1.44亿只和1.71亿只，DSP、激光器、PCB等关键原材料持续紧缺，光通信概念股普涨，Tower半导体前一交易日已收涨3.63%。与此同时，根据最新SEC文件，Andar Capital Management Hk Ltd大幅增持Tower半导体约2801.91万股，现持股约2814.91万股，持股比例达24.95%，变动幅度高达21553.17%，机构重仓信号显著。此外，公司二季度调整后EPS为0.88美元，超市场预期的0.76美元，三季度营收指引约5.2亿美元亦大幅高于市场预期的4.9亿美元，基本面持续向好。

（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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