周二夜盘交易中，思佳讯（SWKS）股价大涨6.29%，引起市场广泛关注。这波上涨主要受该公司发布的强劲第四财季业绩报告和乐观的第一财季展望推动。
根据思佳讯公布的财报，公司第四财季营收达11亿美元，同比增长7.3%。调整后运营利润为2.64亿美元，超过分析师预期的2.442亿美元。更引人注目的是，公司预计第一财季营收将达到9.75亿至10.3亿美元，远高于华尔街的预期。这一强劲的业绩和乐观的展望无疑增强了投资者的信心。
思佳讯的业绩增长主要得益于移动芯片需求的持续强劲，特别是在5G智能手机和人工智能手机领域。作为5G射频芯片的主要供应商，思佳讯从5G智能手机的快速普及中获益匪浅。此外，公司还是苹果iPhone的重要供应商，受益于苹果最新5G iPhone的强劲需求。公司首席执行官Phil Brace表示，展望未来，人工智能驱动的数据流量增长将推动射频复杂性的提高，为公司带来更多机遇。除了移动业务，思佳讯在汽车、工业和物联网（IoT）应用方面的扩张也为其增长提供了动力。随着WiFi 7的采用、联网汽车和人工智能驱动的升级等趋势的发展，公司有望在这些领域获得更多增长机会。
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