先科电子(SMTC)今日盘中大涨5.57%，引发了市场的广泛关注。
消息面上，此次上涨主要受到多重基本面利好的推动。公司此前公布的第一财季业绩表现强劲，调整后每股收益超出市场预期13.33%，归母净利润同比大幅增长37.31%。此外，摩根士丹利上调了公司目标价至175美元，增强了市场信心。
在业务层面，公司通过收购InP光芯片厂商HieFo，成功实现了光电一体化闭环，巩固了技术优势。同时，其AI光互联业务增长势头强劲，数据中心光业务单季同比大增39%，为公司股价在经历前一交易日随板块回调后的修复提供了核心动力。
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