德州仪器公布3Q24 业绩:1)Q3 业绩符合指引,略超彭博一致预期,受季节性等影响,公司指引Q4 收入37-40 亿美元,低于彭博一致预期,毛利率预计环降;2)下游除工业外终端收入环比均上升,其中汽车连续四个季度环降后开始环增,主要受益于中国新能源汽车拉动;3)公司库存水位仍持续攀升,扩产计划持续,考虑到当前厂房建设进度及26 年收入的不确定性,公司在8 月的capital management...
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