异动解读|Monolithic Power Systems盘中上涨3.16%,车规级PMIC新品发布叠加英伟达800V电源架构合作及IC涨价预期持续提振
行情直击
Jun 09
6月9日,Monolithic Power Systems盘中上涨3.16%,报1619.935美元/股,成交额6851.59万美元。消息面上,公司当日发布新一代车规级电源管理芯片MPQ70340FS-AEC1,面向智能汽车摄像头与座舱感知系统,支持最高40V输入电压,拓展汽车电子业务版图。此外,英伟达此前公布下一代800V电源架构合作伙伴名单,MPS位列官方背书阵营,AI数据中心电源转换链全面升级直接利好公司。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。半导体板块整体偏暖,美光科技涨3.2%、英特尔涨1.32%、英伟达涨0.79%,板块联动效应亦形成支撑。
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