8月4日，莱迪思半导体盘中上涨8.75%，报138.295美元/股，成交额1.68亿美元。公司将于当日盘后发布最新财报，市场预期本季度营收同比增长约50%。
消息面上，公司于7月27日完成对固件厂商AMI的收购，交易对价16.5亿美元，合并后企业将为AI/HPC行业提供硬件与固件融合解决方案，管理层目标第四季度实现年化营收突破10亿美元。此外，全球FPGA交货周期已拉长至约52周，供应紧张支撑公司定价权。半导体板块整体走强，英特尔涨10.0%、美光科技涨7.8%、博通涨6.1%，板块联动亦提振市场情绪。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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