异动解读 | 泰瑞达股价盘中大涨5.28%,摩根大通看好其增长前景

异动解读12-16

半导体测试设备制造商泰瑞达(TER)股价今日盘中大涨5.28%,引发市场关注。

分析人士认为,导致泰瑞达股价大涨的主要原因是,摩根大通将其股票评级从"中性"上调至"增持",并将目标价从145美元上调至158美元。

摩根大通指出,泰瑞达在人工智能(AI)芯片、内存和移动产品市场的总可寻址市场(TAM)快速增长,将有助于公司实现2026年的目标。其中,预计2025年和2026年将出现大幅增长,主要得益于智能手机销量复苏进一步推动移动TAM的增长。

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