泰瑞达今日盘中大涨5.04%，引起了市场的广泛关注。
消息面上，瑞银分析师Timothy Arcuri维持该股“买入”评级，并将目标价由325美元大幅上调至440美元，上调幅度高达35%，显示出对公司受益于AI驱动的半导体测试需求持续高景气的强烈信心。
作为全球自动化测试设备龙头，泰瑞达业绩增长深度绑定AI算力产业链。当前正处于十年期AI基础设施周期中段，大模型迭代及AI算力工厂建设持续拉动高端芯片测试需求。同时公司在先进制程、Chiplet及CPO测试领域具备技术优势，长期订单与业绩增长获得有力支撑。
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