行情直击10-01
10月1日，日月光半导体盘前上涨3.01%，报44.86美元/股，成交额15.5万美元。半导体板块延续强势，英特尔涨1.65%、美国超微公司涨1.66%、博通涨0.92%、英伟达涨0.82%、美光科技涨0.69%，板块情绪持续高涨。
消息面上，日月光8月合并营收达822.47亿新台币，同比增长45.66%，连续两月创单月新高，AI先进封装为核心增长引擎。此外，公司此前已获Google TPU及英特尔EMIB先进封测追加订单，CoWoS、FoCoS等封装报价调涨，部分品类涨幅超两成，先进封装产能紧俏格局延续。机构评级100%买入，目标均价51美元，LEAP业务全年营收目标上修至35亿美元以上。
（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。）
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