泰瑞达(TER)今日盘前股价大涨19.83%，引起了市场的广泛关注。
消息面上，泰瑞达公布了2025财年第四季度业绩，营收同比增长43.9%至10.8亿美元，非GAAP每股收益为1.80美元，均大幅超出分析师预期。更关键的是，公司对2026年第一季度给出了乐观指引，预计营收在11.5亿美元至12.5亿美元之间，调整后每股收益在1.89美元到2.25美元之间，均显著高于市场预期。
公司表示，业绩和指引的超预期主要得益于人工智能(AI)驱动的强劲需求。科技公司正投资数十亿美元扩建数据中心以实现AI功能，人工智能计算和内存芯片复杂性的增加以及生产时间表的加快，促使芯片制造商增加测试设备的资本支出。泰瑞达作为半导体自动化测试设备供应商因此显著受益，其CEO预计2026年所有业务都将实现同比增长，其中AI将为计算业务带来强劲发展势头。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.