金吾财讯 | 知名研究机构 Seaport Research Partners 周五上调德州仪器投资评级，看好企业依托人工智能产业迎来发展红利。
分析师杰伊・戈德堡在研报中阐述核心逻辑，AI 产业带动算力设施用电规模攀升，倒逼数据中心重构内部配电体系。行业变化将大幅拉动功率模拟半导体市场需求，既拓宽行业成长空间，也带动相关产品盈利水平提升。即便行业内部存在碳化硅、氮化镓技术路线，以及不同架构设计的路线分歧，整体赛道仍具备可观的盈利机遇。
本次评级调整中，德州仪器评级由中性提升至买入级别，机构给出 400 美元的目标股价。
从企业自身竞争力来看，对比同业功率半导体企业，德州仪器产品线布局覆盖面更广，同时具备成熟完备的氮化镓技术平台，核心业务优势稳固，有望充分承接行业增长机遇。
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