异动解读|Monolithic Power Systems盘前上涨3.53%,半导体板块回暖叠加英伟达800V电源架构合作及IC涨价预期持续提振

行情直击
Jun 11

6月11日,Monolithic Power Systems盘前上涨3.53%,报1524.0美元/股,成交额3.34万美元。消息面上,半导体板块集体回暖,美光科技涨4.22%、迈威尔科技涨3.45%、英特尔涨3.09%、博通涨1.72%、英伟达涨1.54%,板块联动效应带动该股反弹修复。

该股此前受英伟达公布下一代800V电源架构合作伙伴名单催化,MPS位列官方背书阵营,AI数据中心电源转换链全面升级令公司作为核心供应商直接受益。同时,电源管理IC涨价潮持续发酵,公司计划7月进一步扩大调价范围,下半年盈利改善预期持续提振市场情绪。该股此前经历多轮回调震荡后,当前板块转暖带动技术性修复。

(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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