微芯科技（MCHP）夜盘交易中股价大涨8.78%，报80.89美元/股，引发市场广泛关注。
消息面上，公司于盘后发布了第一季度财报，业绩全面超出市场预期。数据显示，调整后每股收益为0.76美元，超出市场一致预期的0.69美元约10.14%，同比增长181.48%；营收达14.85亿美元，超出预期的14.58亿美元，同比增长约38%。更为关键的是，公司给出的第二季度指引远超预期：预计调整后每股收益为0.91至0.95美元，显著高于市场预期的0.79美元；预计营收在15.9亿至16.2亿美元之间，亦高于分析师平均预期的15.5亿美元。
公司受益于工业和汽车等关键终端市场的周期性复苏，以及人工智能相关数据中心需求的激增。此外，地缘政治紧张局势也推动了航空航天和国防相关领域的强劲支出。多重利好因素共振，推动微芯科技夜盘股价强势走高。
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