异动解读｜慧与科技盘中上涨4.44%，电脑硬件板块普涨叠加超跌后基本面支撑反弹延续

行情直击09-21

9月21日，慧与科技盘中上涨4.44%，报61.775美元/股，成交额1.56亿美元。近期电脑硬件板块整体走强，同行业戴尔涨1.45%、西部数据涨2.94%、希捷科技涨3.41%，慧与科技涨幅领先板块。

此前慧与股价因Evercore ISI将评级从"跑赢大盘"下调至"与大盘持平"、CEO Antonio Neri减持25万股等多重利空叠加，一度单日暴跌近11%至55.41美元。当前反弹主要受基本面支撑：公司Q3营收122亿美元同比增长34%，调整后EPS为1.11美元远超0.93美元的市场预期，全年EPS指引上调至3.75-3.85美元。摩根士丹利与美银均指出公司订单增长强劲，AI系统积压订单约70亿美元，支撑需求持续性，超跌后估值吸引力回升持续吸引资金回补。

（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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