9月24日，Vicor盘中上涨5.11%，报282.05美元/股，成交额3.15亿美元，延续近日强势走势。
消息面上，Vicor于9月22日宣布将第三季度环比营收增长指引从此前的约10%大幅上调至超过20%，为原预期目标的两倍。此次上调主要受益于公司近期向一家领先AI OEM厂商授予垂直功率传输（VPD）技术非独占许可所带来的特许权使用费收入，该授权允许被许可方采购受Vicor专利保护的VPD模块，标志着公司核心AI电源技术商业化再进一步，市场对其电力基础设施专利变现能力信心持续提升。此前公司二季度财报亦表现亮眼，EPS达1.04美元大幅超越市场预期的0.64美元，营收1.434亿美元，在手订单同比飙升145%，AI算力电源需求持续释放增长动能。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.