苹果供应商意法半导体季度业绩亮眼，股价大涨

环球市场播报04-23

查看最新行情　　意法半导体芯片制造商公布第一季度销售额表现强劲，并表示，随着科技巨头向数据中心投入数十亿美元资金，未来数月来自人工智能领域的收入增速将进一步加快。　　这家主要客户包括苹果公司、埃隆·马斯克旗下的特斯拉与SpaceX公司的欧洲芯片制造商表示，其季度营收同比增长23%，达到31.0亿美元，高于公司约30.4亿美元的业绩指引，也超过了研究机构Visible Alpha统计的...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-23/doc-inhvnnxh3804939.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>查看最新行情\n\n\n\n　　意法半导体芯片制造商公布第一季度销售额表现强劲，并表示，随着科技巨头向数据中心投入数十亿美元资金，未来数月来自人工智能领域的收入增速将进一步加快。\n　　这家主要客户包括苹果公司、埃隆·马斯克旗下的特斯拉与SpaceX公司的欧洲芯片制造商表示，其季度营收同比增长23%，达到31.0亿美元，高于公司约30.4亿美元的业绩指引，也超过了研究机构Visible Alpha统计的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-23/doc-inhvnnxh3804939.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1778281490.HKD","symbol_name":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) 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results","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/da955887e902913d18c532bc1fce3da4","symbols_score_info":{"AMZN":0.6,"AAPU":0.6,"MSFT":0.6,"AAPW":0.6,"GOOG":0.6,"NVDA":0.6,"AAPX":0.6,"AAPD":0.6,"AAPY":0.6,"META":0.6,"APLY":0.6,"AAPB":0.6,"TSLA":0.6,"MACW.SI":0.6,"STM":1.97},"content_text":"查看最新行情\n\n\n\n　　意法半导体芯片制造商公布第一季度销售额表现强劲，并表示，随着科技巨头向数据中心投入数十亿美元资金，未来数月来自人工智能领域的收入增速将进一步加快。\n　　这家主要客户包括苹果公司、埃隆·马斯克旗下的特斯拉与SpaceX公司的欧洲芯片制造商表示，其季度营收同比增长23%，达到31.0亿美元，高于公司约30.4亿美元的业绩指引，也超过了研究机构Visible Alpha统计的分析师预期30.6亿美元。\n　　公司首席执行官称，个人消费电子及其他设备业务为本季度增长主力。尽管宏观经济存在不确定性，但市场需求持续回暖、订单量表现强劲，库存也已回归正常水平。该公司预计，当前季度营收约为34.5亿美元，高于Visible Alpha预估的31.8亿美元。\n　　周四，意法半导体在巴黎上市的股价一度大涨10%。过去12个月内，该公司股价已实现翻倍。\n　　人工智能持续推动整个半导体行业的需求增长，企业需要性能不断提升的芯片来支撑相关技术落地。业内部分高管表示，目前芯片需求已超过供给。\n　　今年第一季度，意法半导体与亚马逊云科技达成了一项数十亿美元的协议，成为亚马逊云计算部门的战略供应商，借此从云服务与人工智能数据中心的爆发式需求中获益。\n　　美国科技企业已承诺投入数千亿美元扩建人工智能基础设施，这为芯片制造商带来了重大发展机遇。谢里表示，意法半导体已做好充分准备把握这一需求风口，预计今年来自人工智能数据中心的业务收入将突破5亿美元，2027年将远超10亿美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何云","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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