异动解读 | 德州仪器盘中大涨5.02%,机构唱多、芯片涨价与AI需求共振

异动解读
Jun 03

德州仪器(TXN)今日盘中股价大幅上涨5.02%,引起了市场的广泛关注。

消息面上,近期多家机构密集上调了对德州仪器的评级与目标价,形成了强烈的看多共识,例如美国银行将其目标价从320美元上调至370美元。同时,电源管理芯片行业正经历新一轮涨价潮,德州仪器已明确计划自7月1日起再度上调电源管理IC等核心产品报价,这是其年内的第四次价格调整。

此外,公司基本面表现强劲,第一季度营收同比增长19%,运营利润同比大增205%。公司还推出了面向自动驾驶及数据中心的新一代边缘AI芯片产品,进一步巩固了其在算力浪潮中的战略布局。机构集中唱多、产品涨价预期与AI需求共振,共同推动了本次股价的强势表现。

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