异动解读|亚德诺盘前上涨3.23%,部分产品交期拉长至六个月供应趋紧

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7月6日,亚德诺盘前上涨3.23%,报390.0美元/股,成交额164.25万美元。

消息面上,亚德诺半导体(ADI)日前再度向客户发出通知书,表示需求回升带动供应吃紧,部分产品交期最长达六个月,若客户未能提前六个月下单,未来可能面临更长交付时间。这一信号表明模拟芯片行业景气度持续上行,供需格局偏紧态势延续。

此前多家投行持续上调亚德诺目标价,富国银行将目标价上调至515美元,花旗上调至460美元,Stifel上调至498美元,均维持买入或增持评级。摩根士丹利指出公司约30%营收受益于数据中心电源、光模块及航空航天等加速增长驱动力,周期性复苏与结构性动能共振支撑业绩持续跑赢同业。亚德诺所在的半导体产品行业中,个股普遍走高,博通涨4.01%,美国超微公司涨3.8%,美光科技涨3.29%,英特尔涨3.28%。

(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。)

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