异动解读|德州仪器盘中上涨3.22%,Seaport Global上调评级至买入并给予400美元目标价

行情直击
May 22

5月22日,德州仪器盘中上涨3.22%,报308.24美元/股,成交额2.06亿美元。

消息面上,Seaport Global将德州仪器评级从中性上调至买入,目标价定为400美元,为近期多家机构上调中最为乐观的定价。此前瑞穗已将其目标价从255美元上调至300美元,Stifel上调至340美元并维持买入评级。瑞穗报告指出,AI数据中心需求正向模拟芯片市场扩散,渠道信息显示模拟芯片正受益于AI服务器部署加速,供应紧张局面预计将持续至明年上半年。德州仪器此前因7月再度提价超20%及Q1营收同比增长19%至48.25亿美元、运营利润同比大增205%而连续上涨,股价一度触及52周高点310.29美元,近期经历获利回吐后,多机构集中唱多或推动股价反弹。

(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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