芯片制造商GLOBALFOUNDRIES Inc.（GFS）今日盘中股价大幅上涨11.40%，表现十分强劲。
消息面上，公司发布了超出市场预期的第四季度财报，并给出了乐观的第一季度业绩指引。具体而言，其第四季度营收为18.3亿美元，高于分析师普遍预期的18亿美元；调整后每股收益为0.55美元，也远超预期的0.47美元。对于当前季度，公司预计营收将在16亿至16.5亿美元之间，中值高于市场预期的16.1亿美元；调整后每股收益指引范围也符合或略高于预期。
此外，公司董事会批准了一项高达5亿美元的股票回购计划，这被视为管理层对公司未来价值和现金流充满信心的信号。同时，公司指出数据中心对专用芯片的强劲需求是推动增长的关键因素，其专注于人工智能基础设施的硅光子技术业务收入在去年翻了一番，并预计今年将继续显著增长。近期完成的收购也助力公司扩展为多元化的技术解决方案提供商。多重利好因素共同推动了股价的强势表现。
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