美国芯片制造商德州仪器（TXN）周四盘前大涨5.40%，主要受益于公司发布的强劲财报和乐观前景。
德州仪器公布的2025年第一季度业绩显著超出市场预期。公司实现营收40.7亿美元，同比增长11%，高于分析师预期的39.1亿美元。每股收益达1.28美元，同样超过华尔街普遍预期的1.07美元。
更令投资者感到鼓舞的是，德州仪器对第二季度的业绩展望十分乐观。公司预计第二季度营收将在41.7亿至45.3亿美元之间，明显高于市场平均预期的41.2亿美元。德州仪器CEO哈维夫·伊兰（Haviv Ilan）表示，越来越多的证据表明，工业半导体市场正出现广泛复苏的迹象。除个人电子产品的季节性下降外，公司所有市场均实现了环比增长。
值得注意的是，面对潜在的关税风险，伊兰强调如有需要，公司可以依赖位于中国的制造工厂。德州仪器在成都拥有一体化制造基地，具备晶圆制造、凸点加工、晶圆测试和封装测试能力。这一灵活的生产策略有助于公司应对可能的贸易政策变化。
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