异动解读｜Tower半导体盘前上涨5.56%，Q2业绩大超预期叠加BofA买入评级与光子PDK发布持续催化

行情直击08-12

8月12日，Tower半导体盘前上涨5.56%，报264.0美元/股，成交额572.59万美元。

消息面上，公司Q2业绩大幅超预期，调整后EPS为0.88美元，超市场预期0.76美元达15.8%；营收4.60亿美元，超预期4.55亿美元；Q3营收指引约5.20亿美元，远超市场预期的4.90亿美元。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。此外，BofA于8月7日首次覆盖给予买入评级及367美元目标价。8月11日，公司联合OpenLight发布光子工艺设计套件（PDK），完成与Cadence工具集成，进一步巩固硅光子代工领导地位。强劲基本面与产品布局持续催化股价走强。

（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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