半导体巨头德州仪器(TXN)今日夜盘股价大幅上涨8.07%，引起了市场的广泛关注。
消息面上，德州仪器发布了2025年第四季度财报及2026年第一季度业绩指引。公司预计第一季度营收在43.2亿美元至46.8亿美元之间，区间中值高于华尔街分析师普遍预期的44.2亿美元；同时预计每股收益在1.22美元至1.48美元之间，也超出了市场预期。
更为重要的是，公司首席执行官哈维夫·伊兰透露，第四季度数据中心业务营收同比大幅增长70%，并宣布将从下一财季开始单独列出数据中心终端市场的销售情况。这凸显了人工智能数据中心蓬勃扩张带来的模拟芯片强劲需求，市场认为长达数年的模拟芯片库存调整已基本完成，行业正步入复苏轨道，增强了投资者对公司未来增长前景的信心。
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