受人工智能（AI）及高性能计算需求持续扩大的推动，半导体解决方案供应商Qnity Electronics（股票代码：Q.N）12日宣布上调全年营收与利润预期。受此利好消息提振，该公司股价在当日早盘交易中上涨超过5%。
随着全球范围内针对AI基础设施的投资不断升温，半导体设备及组件需求激增。Qnity作为为数据中心提供芯片、先进封装、互联技术及热管理产品的核心供应商，其核心业务板块因此显著受益。
最新公布的财报数据显示，Qnity在今年第一季度实现营收13.2亿美元，高于市场预估的12.7亿美元；调整后每股收益录得1.08美元，超出0.92美元的预期目标。
基于第一季度的强劲表现，Qnity全面上调了年度业绩指引。公司预计，全年总营收将达到52.3亿至53.8亿美元，高于此前设定的49.7亿至51.7亿美元区间，亦超过伦敦证券交易所集团（LSEG）汇总分析师预估的51.2亿美元。同时，全年调整后每股收益预期由原先的3.55至3.95美元，上调至3.80至4.14美元。
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