异动解读｜Monolithic Power Systems盘中上涨3.39%，制造合作协议持续提振叠加半导体板块走强

行情直击09-22

9月22日，Monolithic Power Systems盘中上涨3.39%，报1321.71美元/股，成交额2.89亿美元。

消息面上，公司近期与GlobalFoundries达成长期制造合作协议，将MPS专有工艺技术部署至GF位于新加坡的300mm制造工厂，旨在大规模提升高性能电源解决方案产能并增强供应链韧性。该合作延续了公司在AI电源领域的扩张势头，此前MPS已推出覆盖15A至240A的高集成电源模块，面向AI加速卡及服务器平台。此外，公司第二季度业绩大幅超预期，调整后每股收益6.50美元，高于市场预期的5.87美元；营收9.81亿美元，同比增长47.6%；第三季度营收指引11.4亿至11.6亿美元，远超市场预期。多重利好叠加半导体板块整体走强，共同推动股价上行。

（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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