MACOM Technology Solutions Holdings, Inc.（MTSI）今日盘中大涨10.26%，引发市场广泛关注。
消息面上，公司今日盘前发布了第三季度财报，业绩全面超出市场预期。报告显示，公司第三季度营收达到3.422亿美元，高于市场一致预期的3.354亿美元；调整后每股收益为1.40美元，同样高于预期的1.35美元。AI相关需求带动数据中心业务增长及利润弹性释放，是本季度业绩的核心驱动力。
此外，公司提供的第四季度营收指引在4.15亿至4.25亿美元之间，进一步提振了市场信心。机构观点整体偏多，在16家覆盖该股的券商中，有13家给予“买入”或更高评级，目标价中位数达390美元。强劲的财报表现与积极的未来展望共同推动了股价在盘中大幅走高。
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