金吾财讯 | 泰瑞达（TER）美股盘前上涨 3.3%，报 392.6美元。
消息面上，瑞银分析师 Timothy Arcuri 维持该股买入评级，将目标价由 325 美元上调至 440 美元，上调幅度达 35%。尽管公司年内股价已有较大涨幅，该行仍看好 AI 带动下公司半导体测试需求持续高景气。
作为全球自动化测试设备龙头，泰瑞达业绩增长深度绑定 AI 算力产业链。机构普遍认为，2026 年处于 AI 基建周期中段，大模型迭代、AI 算力工厂建设持续拉动高端芯片测试需求。同时公司在先进制程、Chiplet 及 CPO 测试领域具备技术优势，长期订单与业绩增长具备支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.