8月12日，Monolithic Power Systems盘前上涨3.42%，报1443.55美元/股，成交额49.21万美元。多重利好持续推动股价走强。
消息面上，广发证券首次覆盖MPS并给予"买入"评级，目标价1706美元，指出公司在AI电源赛道占据关键位置，受益于GPU及ASIC芯片旺盛需求，预计企业数据业务销售额同比增长153%。此前公司Q2财报大超预期，营收9.806亿美元远超预期的9.033亿美元，调整后EPS为6.50美元超市场共识5.87美元，同比增长54.39%；Q3营收指引11.4亿至11.6亿美元大幅高于预期的9.87亿美元。董事会另批准额外5亿美元回购授权，Wells Fargo将目标价上调至1800美元并维持增持评级，基本面利好叠加机构看多持续支撑股价。
（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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