Benchmark首次给予SiTime“买入”评级,称其为时序市场颠覆者;股价上涨

路透中文
Aug 20
BUZZ-Benchmark首次给予SiTime“买入”评级,称其为时序市场颠覆者;股价上涨

8月20日 - ** 精密计时芯片制造商 SiTime(SITM.O)股价上涨 1.3%,报 626.76 美元

**券商Benchmark首次覆盖SITM,给予“买入”评级,目标价850美元,认为该公司是计时市场中的技术颠覆者,正挑战沿用数十年的石英技术

** 该机构表示,收购瑞萨(Renesas)时序业务有望成为该公司产品的完美补充

** 认为精密时序技术是人工智能计算和网络基础设施的基础,预计在2026财年,该业务在通信、企业及数据中心领域的销售额将占公司总销售额的约70%

** 覆盖该股的10家券商均给予“买入”或更高评级;目标价中位数为850美元——数据由LSEG整理

** 计入盘中波动,该股今年以来累计上涨75.5%

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