数据中心红利扩散至更广泛半导体领域德州仪器(TXN.US)获多家华尔街大行上调目标价

智通财经01-28

智通财经APP获悉，德州仪器(TXN.US)周三在公布第四季度业绩及最新展望后，股价在盘前交易中一度上涨约6.5%。市场认为，全球数据中心建设浪潮带来的增长机遇，正在从GPU与服务器制造商进一步外溢至模拟芯片、电源管理与网络连接等更广泛的半导体领域。受此带动，多家同行公司股价盘前同步走强。Analog Devices(ADI.US)与英飞凌科技(IFNNY.US)均上涨约4%，意法半导体(STM....

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Curtis在研报中指出，数据中心业务正在成为德州仪器收入增长的重要驱动力。该机构估算，公司2025财年第四季度数据中心相关收入约为4.5亿美元，环比实现中个位数百分比增长；全年数据中心收入约15亿美元，同比大增64%。值得注意的是，德州仪器目前已将数据中心作为独立终端市场单独披露，并进一步细分为计算(45%)、网络(35%)与电源传输(20%)三大方向。Jefferies认为，该领域未来增长节奏可能将与全球超大规模云厂商资本开支高度相关。除数据中心外，Jefferies也提到工业终端需求正在改善，但汽车市场增长仍较为温和。不过，该机构强调，整体业绩对行业周期构成“温和利好”，但并未显著超出市场预期，个人电子与汽车业务仍可能成为模拟芯片复苏的潜在阻力。因此，Jefferies维持对德州仪器“持有”评级，并将目标价从180美元上调至210美元。摩根士丹利方面则保持谨慎。分析师Joseph Moore表示，虽然此前预期德州仪器将出现季节性超预期表现，仍需看到更多连续增长的季度数据，才能对复苏的可持续性建立信心。摩根士丹利继续给予该股“减持”评级，并将目标价小幅上调至180美元。相比之下，美国银行则对公司前景更为乐观。该行将德州仪器评级从“跑输大盘”上调至“中性”，并将微芯科技评级从“中性”上调至“买入”。同时，美国银行将德州仪器目标价大幅上调至235美元，微芯科技目标价上调至95美元。美国银行分析师Vivek 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数据中心红利扩散至更广泛半导体领域 德州仪器(TXN.US)获多家华尔街大行上调目标价

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数据中心红利扩散至更广泛半导体领域德州仪器(TXN.US)获多家华尔街大行上调目标价