【摩根大通重申亚德诺“增持”评级,看好数据中心业务超预期增长】模拟芯片巨头亚德诺公布强劲的第三季度财报后,摩根大通重申了对该公司的“增持”评级。分析师 Harlan Sur 在周三发布的报告中指出,公司展现出“全面的增长势头”,再次实现了“业绩超预期并上调指引”。他特别强调,数据中心业务的增长速度可能会超越当前市场的预期,且未来仍有进一步提价的空间。财报数据显示,亚德诺第三季度表现亮眼,营收达到40.2亿美元,超出分析师预期的39.2亿美元;剔除部分项目后的调整后每股收益为3.45美元,同样高于FactSet调查预期的3.34美元。受此利好提振,亚德诺股价在周四上涨约1%。今年以来,该股累计涨幅已接近39%。
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