智通财经APP获悉，纳芯微(02676)涨超7%，截至发稿，涨6.72%，报147.7港元，成交额4467.4万港元。
消息面上，受益于数据中心和工业设备支出的激增，模拟芯片巨头德州仪器预计，第二季度营收将在50亿美元至54亿美元之间，大幅好于分析师平均预期的48.5亿美元;预计第二季度每股收益为1.77美元至2.05美元，同样大幅好于分析师平均预期的1.57美元。与此同时，德州仪器也公布了强劲的第一季度业绩。该公司一季度营收同比增长19%至48.3亿美元，净利润为15.45亿美元，同比增长31%。
国信证券此前指出，从全球模拟芯片来看，目前处于去库存完成的周期向上初期，TI、ADI均表示Q1淡季不淡，国内厂商在此基础上继续受益份额提高趋势，前几年研发布局的新产品进入收入变现期，且价格竞争环境也有所改善，板块盈利能力有望持续提高，建议关注模拟芯片企业纳芯微等。
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