Tower半导体（TSEM）今日盘中大涨5.08%，引起了市场的广泛关注。
消息面上，公司一季度业绩大幅超预期，营收同比增长15%，净利润同比增长62%，同时签署了价值13亿美元的硅光子长期供应合同，硅光业务营收同比增长3倍，并已收到2.9亿美元预付款锁定产能，客户承诺2028年追加更大订单。
此外，多家机构近期密集上调目标价，例如Wedbush将目标价从140美元大幅上调至300美元，中信证券给予316美元目标价并维持买入评级，持续为市场信心提供支撑，推动股价在经历短暂获利回吐后重新获得买盘介入。
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