异动解读|德州仪器盘前上涨3.07%,多机构上调评级叠加电源管理芯片涨价潮

行情直击
Jun 02

6月2日,德州仪器盘前上涨3.07%,报302.7美元/股,成交额678.01万美元。

消息面上,近期多家机构密集上调德州仪器评级与目标价,其中美国银行将目标价从320美元上调至370美元,形成强烈看多共识。基本面方面,公司Q1营收同比增长19%至48.25亿美元,运营利润同比大增205%。与此同时,电源管理芯片行业正经历新一轮涨价潮,德州仪器已明确计划自7月1日起再度上调电源管理IC等核心产品报价,为年内第四次价格调整,英飞凌等国际大厂亦纷纷跟进。此外,公司推出面向自动驾驶及数据中心的新一代边缘AI芯片产品,进一步巩固算力浪潮中的战略布局。机构集中唱多、涨价预期与AI需求共振,共同推动股价走强。

(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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