Monolithic Power Systems(MPWR)今日盘前股价大幅上涨5.38%，引发市场关注。
消息面上，半导体板块集体反弹构成直接提振，行业内美国超微公司、英特尔、美光科技、SK海力士、英伟达等个股普遍走高，缓解了此前连续多日的板块回调压力。与此同时，公司将于今日盘后发布二季度财报，市场普遍预期营收约9.02亿美元，同比增长38.62%；调整后每股收益约5.87美元，同比增长42.57%。奥本海默此前重申“跑赢大盘”评级及1700美元目标价，认为AI驱动的企业数据及通信业务有望带来超预期表现，且第三季度指引存在上行空间。机构整体观点以看多为主，平均目标价达1795.45美元，进一步提振了市场情绪。
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