异动解读 | Vicor Corporation盘中大涨5.86%,Q2营收指引大幅上调及专利授权协议签署推动股价创新高

异动解读
May 27

Vicor Corporation(VICR)今日盘中大涨5.86%,延续了前一交易日的强势表现,股价刷新历史高位。

消息面上,公司于近期宣布获得一项新的全面专利授权协议,该协议涵盖了Vicor的全部专利组合,包括Factorized Power和Vertical Power Delivery等核心专利技术,预计将为公司带来高毛利的特许权使用费收入。同时,公司大幅上调了第二季度营收指引,从此前的1.26亿美元上调至1.42亿美元,远超市场一致预期的1.255亿美元,上调幅度约13%。

此外,受AI数据中心电源管理需求持续升温的推动,公司此前公布的第一季度财报已显示出强劲势头:营收同比增长20.22%,净利润同比暴增707%,订单出货比超过2,待交付订单增至3亿美元。这些积极因素共同推动了股价的上涨。

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