异动解读｜科磊盘中上涨3.74%，Bernstein上调目标价至250美元叠加半导体设备板块集体走强

行情直击08-12

8月12日，科磊盘中上涨3.74%，报208.51美元/股，成交额9917.72万美元。

消息面上，Bernstein将科磊目标价从225美元上调至250美元，维持跑赢大盘评级，为近期多家机构上调目标价的最新一例。此前小摩、Argus、Berenberg等机构已分别给出225至238美元目标区间，FactSet汇总均值目标价为239.62美元。基本面方面，公司第四财季营收36.6亿美元创历史新高，调整后EPS为1.05美元超预期，同时宣布股票分割后首次派发每股0.23美元季度股息。板块层面，半导体设备股集体走强，应用材料涨5.21%，拉姆研究涨5.05%，泰瑞达涨5.97%，板块联动效应显著。

（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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