异动解读｜Aehr Test Systems盘中上涨8.19%，多家投行看好AI测试需求前景

行情直击09-26 03:55

9月26日，Aehr Test Systems盘中上涨8.19%，报105.4美元/股，成交额2.42亿美元，显著跑赢半导体设备板块整体涨幅。

消息面上，近期Oppenheimer以"跑赢大盘"评级首次覆盖该股，目标价120美元，指出随着AI芯片功率与封装价值提升，晚期失效成本大幅增加，公司有望迎来AI驱动的业绩拐点。该行预计公司2027财年Q2营收达4370万美元，远超市场一致预期的3700万美元。此前Jefferies亦以买入评级启动覆盖，目标价高达175美元。公司近期接连获得核心AI处理器客户2200万美元追加订单及硅光子客户追加订单，Sonoma平台获创纪录4100万美元大单，AI数据中心业务占收入比已升至约70%，业务结构已完成从碳化硅向AI测试的转型。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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