异动解读|莱迪思半导体盘中上涨5.75%,多重利好叠加半导体板块走强

行情直击
Oct 03

10月2日,莱迪思半导体盘中上涨5.75%,报136.265美元/股,成交额1.5亿美元。

消息面上,公司近期利好密集释放。9月中旬公司发布AI驱动型FPGA开发工具Lattice Prompt及全新Mach-N2安全FPGA系列,前者支持自然语言调用实现代码生成与仿真优化,后者集成硬件可信根与后量子加密,面向AI服务器市场。此外,公司此前公布的第二季度业绩大幅超预期,调整后每股收益0.53美元,超市场预期约20%,营收2.01亿美元亦高于预期;第三季度指引同样远超市场一致预期。叠加7月完成的16.5亿美元AMI并购整合持续推进,以及Benchmark给予买入评级,基本面催化充分。半导体板块整体走强,博通涨3.54%、英伟达涨2.42%,板块联动亦提供支撑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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