异动解读 | 分析师看好超科林半导体增长前景盘前股价大涨5.76%

异动解读09-26

超科林半导体(UCTT)今日盘前股价大涨5.76%,引发了市场广泛关注。

据悉,此前Oppenheimer分析师Edward Yang在给客户的报告中,建议投资者关注那些有助于解决AI芯片制造"挑战"的公司。Yang指出,AI计算需求急剧增长,但硬件性能提升缓慢,导致了先进半导体和芯片制造工具的严重供应短缺。

在这一背景下,Yang首次给予超科林半导体股票"跑赢大盘"的评级,将目标价设定为70美元,意味着有90%的上涨空间。他认为超科林半导体在高带宽内存(HBM)、先进封装和EUV光刻工具领域的快速增长业务,将有望从当前AI热潮中获益。此外,该公司在中国销售免受中美贸易摩擦影响,也为其发展提供了良好契机。

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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异动解读 | 分析师看好超科林半导体增长前景 盘前股价大涨5.76%

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异动解读 | 分析师看好超科林半导体增长前景盘前股价大涨5.76%