异动解读 | 获创纪录4100万美元AI芯片测试订单,Aehr Test Systems盘前大涨5.12%

异动解读
Apr 17

Aehr Test Systems(股票代码:AEHR)今日盘前股价大幅上涨5.12%,引起了市场的广泛关注。

消息面上,公司宣布获得了一笔来自头部超大规模云计算客户的创纪录追加量产订单,价值高达4100万美元。该订单专门用于定制AI处理器专用集成电路(ASIC)的封装级老化测试(PLBI),是公司有史以来最大的一笔单笔订单。这笔订单将直接支持数据中心AI训练与推理工作负载所用ASIC的大批量量产测试。

此外,Aehr Test Systems表示,凭借此订单,公司2026财年下半财年的订单总额已超过9200万美元,大幅超出了此前上调后的6000万至8000万美元的预期区间上限。与此同时,威廉博莱分析师Jed Dorsheimer也宣布维持对公司的“买入”评级。这些强劲的订单表现和积极的业务前景,是推动股价在盘前交易时段显著上涨的主要原因。

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