半导体制造商微芯科技(Microchip Technology,股票代码:MCHP)今日盘中大涨13.53%,创下近期新高。这一显著涨幅主要受益于公司发布的强劲财报以及乐观的未来业绩展望。
根据公司公告,微芯科技第四财季业绩表现亮眼。调整后每股收益达0.11美元,符合分析师预期;净销售额为9.705亿美元,略高于预期的9.6276亿美元。更令投资者振奋的是,公司对未来一个季度的业绩预期十分乐观。微芯科技预计第一财季净销售额将在10.2亿至10.7亿美元之间,远高于分析师预期的9.835亿美元,这表明芯片需求正在强劲复苏。
分析师对微芯科技的表现反应积极。美国银行将微芯科技评级从"跑输大盘"上调至"中性",目标价从44美元调高至56美元。TD Cowen更是将公司目标价从35美元大幅上调至55美元,反映了对公司未来前景的强烈信心。分析师指出,前任CEO史蒂夫·桑吉的回归显著提升了公司重组紧迫性及对客户/产品的专注度,加之关键工业市场的复苏,共同推动了微芯科技的业绩改善。这些积极因素共同推动了微芯科技股价的大幅上涨,显示出市场对公司业绩改善和行业复苏的乐观预期。
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