德州仪器(TXN)今日盘中大涨9.29%，引起了市场的广泛关注。
消息面上，公司发布了2025年第四季度财报及2026年第一季度业绩指引，其营收与每股收益预测均超出华尔街分析师普遍预期。更为重要的是，公司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该业务的销售情况。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行业库存调整已基本完成，增强了投资者对公司未来增长前景的信心。
德州仪器预计第一季度营收在43.2亿美元至46.8亿美元之间，区间中值高于市场预期的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。这份乐观的展望被视为模拟芯片行业步入复苏轨道的重要信号，也是十六年来首次出现第一季度营收环比增长的展望。此外，多家华尔街大行上调了公司目标价，进一步提振了市场信心。
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