智通财经APP获悉，巴克莱发布研报，将模拟芯片制造商SiTime(SITM.US)评级从“减持”上调至“持有”，并将目标价从 260 美元上调至 360 美元。
巴克莱银行分析师汤姆·奥马利在给客户的报告中写道："这家小盘公司确实拥有人工智能业务敞口，并在MEMS时序领域拥有更优的解决方案。预计在 2026/27 日历年，其通信、企业和数据中心业务（CED）将同比分别增长 46% 和 34%。”“该公司正以更优的解决方案进军一个‘数十亿美元规模的可触达市场’，并不断丰富其产品线（如时钟等）。同时，他们还受益于 Credo Technology (CRDO.US) 的主动电缆（AEC）以及英伟达 (NVDA.US) 的交换机业务，这也是我们最看好的两大趋势。”
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