异动解读｜TTM科技盘中上涨5.29%，Q2业绩大超预期延续强势反弹

行情直击08-07

8月7日，TTM科技盘中上涨5.29%，报141.645美元/股，成交额5820.37万美元。

消息面上，公司此前发布第二季度财报，调整后每股收益0.99美元，高于市场一致预期的0.90美元，同比增长70.69%；当季营收10.04亿美元，超出预期的9.62亿美元，同比增长37.42%。财报公布后股价盘后一度急跌10.4%至117.6美元，但市场重新评估业绩后迅速修复，连续多日走强。该股7月累计跌幅超40%，近期随AI硬件板块进入修复通道持续反弹。投行Stifel此前将TTM科技列为估值已大幅压缩的代表性标的，认为AI硬件板块抛售为估值理性回调而非需求减弱信号，业绩超预期进一步强化反弹逻辑。

（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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