异动解读｜Tower半导体盘中上涨5.22%，Q2业绩大超预期叠加BofA首次覆盖买入评级持续催化

行情直击08-10

8月10日，Tower半导体盘中上涨5.22%，报265.21美元/股，成交额1.82亿美元。

消息面上，公司近日利好密集释放：BofA全球研究于8月7日正式启动覆盖，给予"买入"评级并设定367美元目标价，较当前股价仍存显著上行空间；此前8月4日发布的Q2财报显示，调整后每股收益0.88美元，大幅超出市场预期的0.76美元，营收4.6亿美元亦高于一致预期；Q3营收指引约5.2亿美元，远超FactSet预期的4.9亿美元。硅光子业务年化营收从上年同期1.8亿美元飙升至6.8亿美元，受益于AI算力对光互联需求的强劲拉动。强劲基本面叠加国际投行首次覆盖看多，持续推动股价走高。

（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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