BUZZ-Truist 上调安富利和 Diodes 评级至“买入”,因半导体实力强劲

路透中文
Apr 13
BUZZ-Truist 上调安富利和 Diodes 评级至“买入”,因半导体实力强劲

4月13日 - ** 电子元件分销商安富利AVT.O和半导体制造商DiodesDIOD.O盘前上涨

** AVT涨1.6%,报68.1美元,DIOD涨3.1%,报85.65美元

** Truist Securities将这两只股票的评级从 "持有 "上调至 "买入",称其需求强度已超出数据中心和人工智能的范围

** 90% 的行业联系人表示第一季度业绩好于预期,预订量大幅增长 - Truist Securities

** 券商表示,受访者报告库存枯竭,供应商提高了各类组件的价格

** 券商将 AVT 2027 历年每股收益预测从 6.83 美元上调至 7.95 美元,将 DIOD 从 2.92 美元上调至 3.93 美元

** 将 AVT 的目标价从 65 美元上调至 80 美元,较上次收盘上涨 19.3%;将 DIOD 的目标价从 67 美元上调至 98 美元,较上次收盘上涨 18%

** 截至上次收盘,AVT 的股价年累计上涨 39.4%,而 DIOD 的涨幅为 68.4%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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