美股异动 | 思佳讯(SWKS.US)涨超13% 据称洽谈收购竞争对手Qorvo(QRVO.US)

智通财经
Oct 28

智通财经APP获悉,周二,思佳讯(SWKS.US)股价走高,截至发稿,该股涨超13%,报85.69美元。消息面上,思佳讯正与竞争对手Qorvo(QRVO.US)展开潜在收购谈判,意在整合智能手机射频芯片业务。Qorvo当前市值约84亿美元,消息传出后股价盘初大涨超11.8%,报103美元。

此次收购传闻之所以备受关注,源于两家公司此前均发出警告,称来自其最大客户,此前均指向苹果(AAPL.US),的出货订单正在走弱,市场份额正被对手蚕食。面对苹果订单降温与竞争加剧,抱团整合被视为提高议价能力与规模优势的一条可能出路。

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