异动解读 | 安霸季报超预期加上上调全年指引，股价盘中飙升32%

异动解读

Aug 29

周五盘中，人工智能芯片制造商安霸（AMBA）股价大涨32%，创下近期新高。这一显著涨幅主要得益于公司公布的强劲季度业绩和乐观的未来展望，进一步巩固了其在边缘AI市场的领先地位。

安霸公布的2026财年第二季度业绩远超市场预期。公司实现调整后每股收益0.15美元，是分析师预期0.05美元的三倍。季度营收达9550万美元，同比大幅增长49.9%，超出此前指导区间高端。这一亮眼表现主要得益于边缘AI应用需求的广泛增长以及产品平均售价的持续提升。更令投资者振奋的是，安霸大幅上调了2026财年的全年收入增长预期，从此前的19%-25%上调至31%-35%，按中位数计算约为3.79亿美元。

安霸在边缘AI市场的领先地位进一步巩固，迄今已出货超过3600万台边缘AI处理器。公司在物联网、汽车、机器人和边缘基础设施等新兴市场看到了巨大的增长潜力。特别是在快速增长的机器人和无人机市场，安霸的技术正被应用于创新产品中。分析人士认为，安霸的业绩和前景反映了边缘AI市场的蓬勃发展，以及公司在该领域的技术优势和市场地位。随着AI应用的不断普及和深化，安霸有望持续受益于这一增长趋势，这些因素共同推动了投资者对安霸未来发展的信心，导致其股价在盘中交易中大幅上涨。

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