安森美半导体（ON）今日盘中股价大幅上涨5.04%，引起了市场的广泛关注。
消息面上，尽管公司此前公布的第四季度营收同比下滑11%，且第一季度业绩指引不及预期，导致股价在盘前承压，但日内股价强势反弹。这主要是由于多家华尔街券商在最新研究报告中上调了该公司的目标价，并对其中长期前景，特别是人工智能（AI）数据中心相关业务的收入增长表示乐观。
根据相关报告，包括TD Cowen、杰富瑞、摩根大通、Piper Sandler在内的至少10家券商上调了安森美半导体的目标价。TD Cowen将目标价从70美元上调至75美元，并指出虽然业绩指引偏保守，但预计2025财年来自AI数据中心的收入将超过2.5亿美元。杰富瑞则将目标价从65美元上调至73美元，并预计第一季度AI数据中心的运行率已超过4亿美元，这有助于抵消公司计划退出部分传统业务的影响。市场分析认为，券商集体看好其AI增长潜力，是推动股价在日内交易中逆转走强的主要原因。
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