[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio532ef53d":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio532ef53d","AI数据中心需求连续强劲！安森美半导体(ON)获多家华尔街机构看好-毛利率改善趋势有望延续至年底","\u002Fdoc\u002Fdcio532ef53d","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，安森美半导体(ON)公布第二季度业绩及业绩指引后，受到华尔街分析师普遍看好，公司股价周二盘前一度上涨约7%，但开盘后该股抹去盘前涨幅，截至发稿涨0.58%，报80.92美元。多家机构认为，人工智能(AI)数据中心业务正成为公司最重要的增长引擎，同时工业和汽车业务逐步改善，叠加订单、产能利用率及毛利率持续回升，公司基本面有望进一步改善。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Jefferies维持安森美半导体“买入”评级，目标价115美元。分析师Blayne Curtis团队表示，AI数据中心业务正迅速成为公司核心增长动力，预计该业务收入同比增长约200%，增速明显领先于多数模拟芯片企业；与此同时，工业和汽车业务也出现温和复苏。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Jefferies指出，公司交货周期、订单出货比以及产能利用率均持续改善，这将支撑毛利率在今年剩余时间内实现环比扩张。该机构还表示，对AI业务持续增长及盈利能力改善感到鼓舞，并认为公司9月16日举办的分析师日将进一步阐述AI数据中心领域的发展机会。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Susquehanna同样看好安森美半导体，并维持150美元目标价。分析师Christopher Rolland团队表示，公司第二季度业绩及第三季度业绩指引均略好于市场预期，超预期表现主要来自AI数据中心业务增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该机构同时指出，公司整体行业景气度继续改善，本季度多个关键周期指标明显向好，包括客户需求升级、订单出货比以及大众市场收入均有所提升。此外，公司平均交货周期延长约五周，也反映出市场需求持续增强。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Susquehanna认为，整体来看，这是一份表现稳健的财报，AI数据中心需求持续扩张为公司带来了明显的业绩上行动力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">摩根士丹利则表示，安森美半导体第二季度整体业绩基本符合市场预期，第三季度业绩指引略超预期，同样主要受益于AI数据中心需求增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该行指出，与同行趋势一致，安森美半导体管理层提到工业市场需求持续扩大、数据中心业务保持强劲增长，同时汽车业务整体维持稳定，并继续受益于单车芯片含量提升。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得关注的是，摩根士丹利表示，公司本季度部分产能由汽车客户转向AI数据中心(AIDC)解决方案，不过预计未来几个季度这一情况将逐步恢复正常。同时，为满足需求增长，公司产能利用率继续提升，并通过价格调整及针对局部供需紧张产品实施精准定价来维持利润率。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，客户已开始提前锁定2027年至2028年的产品供应，这进一步提升了公司未来数年的订单可见度，也增强了市场对其长期增长前景的信心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]