异动解读｜Tower半导体盘中上涨6.54%，获BofA首次覆盖买入评级及367美元目标价催化

行情直击08-07 21:43

8月7日，Tower半导体盘中上涨6.54%，报250.06美元/股，成交额7222.94万美元。

消息面上，BofA全球研究当日正式启动对Tower半导体的覆盖分析，给予"买入"评级并设定367美元目标价，较当前股价存在显著上行空间，直接提振市场做多情绪。此外，公司此前发布的Q2财报持续发酵，调整后每股收益0.88美元大幅超出预期的0.76美元，营收4.6亿美元同样超预期；Q3营收指引约5.2亿美元，远高于市场预估的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。国际投行首次覆盖叠加强劲基本面，共同推动股价盘中走高。

（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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