[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio5bc1ac39":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio5bc1ac39","AI测试需求加速爆发！Keysight-Technologies(KEYS)财报与指引均超预期-华尔街最高看至440美元","\u002Fdoc\u002Fdcio5bc1ac39","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，Keysight Technologies(KEYS)公布强劲的2026财年第三季度业绩，在人工智能基础设施需求推动下，公司营收和利润均超出市场预期，同时上调第四季度及全年业绩展望。财报公布后，多家华尔街机构上调目标价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>截至7月31日的财年第三季度，Keysight Technologies营收同比增长36.5%至18.5亿美元，调整后每股收益同比大增约79%至3.07美元，两项指标均超过市场预期。公司订单同比增长56%，同时保持强劲的自由现金流表现。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI基础设施成为本季度增长的重要推动力。摩根大通分析师Joseph Cardoso等指出，Keysight Technologies第三季度有机营收同比增长31%、环比增长7%，明显超过预期。其中，AI数据中心建设带动通信解决方案业务中的有线测试需求快速扩张，有线业务规模首次超过无线业务。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与此同时，半导体产能扩张也推动电子工业解决方案业务增长，包括先进制程、高带宽内存(HBM)、硅光子等领域的投资，以及AI相关电子设备测试需求增加，均为公司带来新的增长动力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在强劲需求推动下，Keysight Technologies进一步上调业绩预期。公司预计第四财季调整后每股收益为3.34至3.40美元，明显高于市场预期的2.68美元；预计营收为19.3亿至19.5亿美元，同样高于市场预期的18.3亿美元。公司同时上调了2026财年全年展望。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Keysight Technologies总裁兼首席执行官Satish Dhanasekaran表示，公司第三季度再次取得创纪录业绩，各主要市场均实现广泛增长。鉴于订单、营收和盈利保持强劲增长势头，公司决定提高第四季度及全年业绩预期。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>强劲财报也获得华尔街分析师积极回应。摩根大通将Keysight Technologies目标价从400美元上调至425美元，并维持“增持”评级。该行认为，AI驱动的增长势头仍在持续，不断增加的订单积压也为2027财年的增长前景提供支撑。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根士丹利同样将目标价由400美元上调至425美元，并维持“增持”评级。该行表示，AI带来的测试需求增长、市场份额提升以及经营杠杆共同强化了其看多观点。目前供应能力仍是公司增长的主要限制因素，但强劲的市场需求和业务管线有望支持公司在2027财年继续实现高增长。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Truist将Keysight Technologies目标价由376美元上调至400美元，同时维持“持有”评级。Susquehanna则将目标价从425美元进一步上调至440美元，并维持“正面”评级，为此次几家机构中最高目标价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Susquehanna尤其看好AI业务未来几年的增长潜力。该行预计，AI相关收入占Keysight Technologies总营收的比例将从2025财年的约8%快速升至2026财年的20%，并在2028财年进一步达到25%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，Keysight Technologies覆盖AI和有线通信产业链多个环节的业务布局，正在使其潜在收入机会扩大至原来的3至4倍。与此同时，无线通信资本支出复苏以及6G研发投入加速，也有望为公司带来额外增长动力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>整体来看，AI数据中心建设、先进半导体产能扩张以及HBM和硅光子等新技术需求，正在显著提高测试设备和解决方案的需求强度。随着AI相关业务在公司收入中的占比快速提升，Keysight Technologies正逐渐成为AI基础设施投资热潮的又一重要受益者。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY.jpg","2026-08-20T14:35:23","2026.08.20","2026\u002F08\u002F20",42819,[22],"SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]