异动解读 | 慧荣科技盘前大涨5.82%,车规认证与业绩超预期成主要驱动力

异动解读
May 26

慧荣科技(SIMO)今日盘前股价大涨5.82%,市场表现强劲。

消息面上,公司近日宣布成功获得ISO 26262汽车应用领域功能安全流程认证,该认证覆盖功能安全管理、系统架构、硬件与软件开发等全流程,进一步巩固了其在智能座舱、ADAS及AI驱动车载存储系统领域的竞争力。

此外,半导体板块整体情绪持续回暖,同业公司美光科技上涨也带动了存储芯片板块走强。从公司基本面看,慧荣科技一季度业绩全面超预期、获利翻倍且管理层上调了业绩指引,同时AI浪潮下全球存储芯片供不应求的局面预计将持续至2030年,长期需求逻辑稳固,共同推动了此次股价上涨。

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