泰瑞达(TER)今日夜盘股价大幅上涨20.01%，引起了市场的广泛关注。
消息面上，泰瑞达发布了远超市场预期的2026年第一季度营收和利润指引。公司预计第一季度营收在11.5亿美元至12.5亿美元之间，显著高于分析师平均预期的9.345亿美元；预计调整后每股收益在1.89美元到2.25美元之间，也高于平均预期的1.26美元。
公司表示，这主要得益于人工智能(AI)驱动的强劲需求。科技公司正投资数十亿美元扩建数据中心以实现AI功能，人工智能计算和内存芯片复杂性的增加以及生产时间表的加快，促使芯片制造商增加测试设备的资本支出，泰瑞达作为半导体自动化测试设备供应商因此显著受益。公司首席执行官表示，预计2026年所有业务都将实现同比增长，其中人工智能将为计算业务带来强劲的发展势头。
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