BUZZ-美银给予Diodes“买入”评级,其股价应声上涨10月6日 - ** 半导体产品制造商 Diodes(DIOD.O)的股价在盘前交易中上涨 3.38%,至 107.64 美元
** 美银(BofA)首次覆盖DIOD,给予“买入”评级,目标价135美元——较上一收盘价暗示约30%的上行空间
** 报告指出,DIOD在汽车、工业及AI数据中心半导体市场中占据有利地位,有望扩大市场份额
** 汽车中半导体用量的增加以及人工智能基础设施需求的增长,为公司提供了长期增长的助力
** 该券商预计,目前约占总营收12%的AI数据中心业务收入,到2030年有望增长至三倍
** 截至上一交易日收盘,该股年内涨幅已超过一倍
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