--- title: "先科电子因奥本海默将其评级上调至跑赢大盘而上涨超过 5%" description: "在 Oppenheimer 将半导体公司 Semtech 的评级上调至 “跑赢大盘” 后,Semtech 的股价上涨了 5.5%,目标价设定为 81 美元。此次评级上调是由于预计主动铜缆的采用增长以及对 LoRa 技术的强劲需求,这一需求预计将保持超过 20% 的增长。尽管 Seeking Alpha 给予该股 “持有” 评级,分析师们对该股票仍持乐观态度,该股今年略微上涨了 0.21%,落后于标" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/259565278.md" published_at: "2025-09-30T14:34:11.000Z" --- # 先科电子因奥本海默将其评级上调至跑赢大盘而上涨超过 5% > 在 Oppenheimer 将半导体公司 Semtech 的评级上调至 “跑赢大盘” 后,Semtech 的股价上涨了 5.5%,目标价设定为 81 美元。此次评级上调是由于预计主动铜缆的采用增长以及对 LoRa 技术的强劲需求,这一需求预计将保持超过 20% 的增长。尽管 Seeking Alpha 给予该股 “持有” 评级,分析师们对该股票仍持乐观态度,该股今年略微上涨了 0.21%,落后于标准普尔指数的 13% 涨幅 Semtech (NASDAQ:SMTC) shares jumped nearly 5.5% during early trading hours on Tuesday as Oppenheimer upgraded the semiconductor firm to Outperform from Perform. Oppenheimer set a price target of $81, stating that Active Copper Cable (ACC) adoption to accelerate beginning in F4Q. “We estimate SMTC ACC share 70-80% and see it as a top driver of growt... ### Related Stocks - [SMTC.US - 先科电子](https://longbridge.com/zh-CN/quote/SMTC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Versor Investments LP Purchases New Position in Semtech Corporation $SMTC | Versor Investments LP has acquired a new stake in Semtech Corporation (NASDAQ:SMTC), purchasing 11,448 shares valued at | [Link](https://longbridge.com/zh-CN/news/275601865.md) | | Allspring Global Investments Holdings LLC Acquires New Shares in Semtech Corporation $SMTC | Allspring Global Investments Holdings LLC acquired 127,795 shares of Semtech Corporation (NASDAQ:SMTC) valued at approxi | [Link](https://longbridge.com/zh-CN/news/271620808.md) | | Has this back-from-the-dead semiconductor stock really gotten its mojo back? | Bulls are more optimistic than ever, but there's a lot of skepticism. | [Link](https://longbridge.com/zh-CN/news/275985722.md) | | Shanghai Iluvatar CoreX Semiconductor CFO Exits; Successor Named | Shanghai Iluvatar CoreX Semiconductor CFO Exits; Successor Named | [Link](https://longbridge.com/zh-CN/news/275893717.md) | | Top Semtech Insiders Make Eye-Catching Stock Moves | Recent insider activity at Semtech (SMTC) on January 13, 2026, saw Chief Quality Officer John Michael Wilson sell 5,000 | [Link](https://longbridge.com/zh-CN/news/272486454.md) | --- > **免责声明**:本文内容仅供参考,不构成任何投资建议。