异动解读｜思佳讯盘中上涨5.19%，财报发布前市场预期博弈升温

行情直击07-28

7月28日，思佳讯盘中上涨5.19%，报63.33美元/股，成交额1.68亿美元。公司将于今日盘后发布第三财季业绩，市场预期调整后每股收益为0.65美元。

消息面上，KeyBanc近期发布财报季前瞻报告指出，苹果备货削减可能压制思佳讯短期业绩展望，但市场预期已提前反映低于季节性的需求水平，暗示悲观情绪已较充分定价。此外，公司收购Qorvo的交易预计将于今年晚些时候完成，RBC此前将其目标价上调至80美元，认为合并将降低移动业务波动性并增强国防、数据中心等多元化布局。盘前股价走强或反映市场对业绩超预期的乐观博弈。

（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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