异动解读 | 电源管理IC涨价预期升温叠加业绩强劲,恩智浦盘前大涨5.51%

异动解读
May 27

恩智浦半导体今日盘前股价大幅上涨5.51%,表现显著强于市场。

消息面上,半导体行业的涨价潮正持续蔓延至电源管理IC领域。包括恩智浦在内的多家主要厂商计划在6月至7月上调产品报价,市场对涨价窗口临近的预期持续升温。作为电源管理芯片的核心供应商,产品提价有望直接增厚恩智浦的利润。此外,公司此前公布的一季度业绩表现强劲,营收同比增长12%,净利润更是同比大增128%,良好的基本面与涨价预期形成共振,共同推动了股价上涨。

与此同时,半导体板块整体表现强势,板块情绪的积极提振也对恩智浦的股价产生了正向影响。

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