周四盘后，Monolithic Power Systems（MPWR）股价大涨5.45%，主要受益于公司发布的超预期第三季度营收指引。这一强劲表现凸显了人工智能（AI）浪潮对半导体行业的积极影响。
据报道，Monolithic Power Systems预计第三季度销售额将在7.1亿美元至7.3亿美元之间，明显高于分析师平均预期的6.78亿美元。公司表示，这一亮眼预期主要得益于其面向AI和服务器应用的电源管理解决方案销售额的增长。值得注意的是，Monolithic Power Systems是AI芯片巨头英伟达（Nvidia）的供应商之一。
此外，Monolithic Power Systems公布的第二季度业绩同样令人鼓舞。公司第二季度营收达到6.646亿美元，超过市场预期的6.508亿美元。分析师指出，Monolithic Power Systems在英伟达和AMD的多个电源管理插座上占据主导地位，这一优势地位有望在AI技术持续发展的背景下为公司带来更多增长机会。
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