异动解读|意法半导体盘中上涨3.41%,功率半导体涨价周期叠加AI数据中心需求扩散提振

行情直击
May 28

5月28日,意法半导体盘中上涨3.41%,报70.08美元/股,成交额3796.9万美元。

消息面上,功率半导体行业进入涨价周期,英飞凌、德州仪器、意法半导体等龙头年初以来密集宣布涨价,MOSFET、IGBT等核心器件涨幅普遍在10%至20%之间。英飞凌在涨价函中明确指出,AI专用数据中心的部署导致多款功率开关及集成电路出现供应短缺,成熟制程产能满载,下半年供需紧张格局恐只增不减。此外,瑞穗证券此前将意法半导体目标股价从56美元大幅上调至68美元,当前股价已突破该目标价位。板块方面,美光科技涨3.63%,半导体板块部分个股表现活跃。

(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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