ADI 谷底已过！

EETOP2025-02-20

来源：EETOP模拟IC及数字信号处理器（DSP）大厂Analog Devices，Inc.（ADI）公布的上季营收、净利优于预期，相信半导体循环谷底已过，股价应声飙高。路透社、MarketWatch报道，Analog Devices公布第一季（11-1月）财报：营收年减3.6%至24.2亿美元，略优于FactSet调查的分析师预估值23.6亿美元;排除一次性项目的本业每股盈余为1.63美元，优于...

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passed!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADI":1},"content_text":"来源：EETOP模拟IC及数字信号处理器（DSP）大厂Analog Devices，Inc.（ADI）公布的上季营收、净利优于预期，相信半导体循环谷底已过，股价应声飙高。路透社、MarketWatch报道，Analog Devices公布第一季（11-1月）财报：营收年减3.6%至24.2亿美元，略优于FactSet调查的分析师预估值23.6亿美元;排除一次性项目的本业每股盈余为1.63美元，优于分析师预测的1.54美元。展望本季（2-4月），ADI预估营收中值将达25亿美元（加减1亿美元），本业每股盈余中值则将达1.68美元（加减0.1美元）。根据LSEG调查，分析师原先预测本季营收、本业每股盈余将达24.6亿美元、1.66美元。ADI CEO Vincent Roche在财报电话会议指出，虽然地缘政治与总经环境充满挑战，但模拟IC市况已然转佳。Roche表示，“总经环境虽持续影响公司的复苏步伐，但从通路库存偏低、过去18个月订单逐步改善的情况来看，景气循环谷底已过，趋势正逐渐朝有利公司的方向转变。”Analog Devices指出，Q1期间消费者相关部门营收年增19%至3.229亿美元，主要是受到AI装置、高阶智能手机与智慧家庭产品逐渐普及的带动。Edward Jones科技分析师Logan Purk认为，ADI 有望因机器人、智能装置等自动化趋势成形而受惠。另外，油电混合车及电动车日益获得市场接纳，也有望推升模拟IC的需求。ADI 并宣布将季度股利调高8%至0.99美元，库藏股计划上修100亿美元、来到115亿美元，相当于该公司当前市值（1,174亿美元）的9.8%。ADI  19日闻讯大涨9.74%、收241.66美元，在费城半导体指数30支成分股中，涨幅仅次于微控制器（MCU）暨模拟IC供应商微芯片科技（Microchip Technology Inc.）。ADI 股价已连续第5个交易日跳高、涨幅合计多达18.78%，19日收盘（241.66美元）更创下2024年7月16日以来的新高纪录。特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":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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