<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:946f01fd2094b-6e8b0f8d21cfc9e8019104686a045acc-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:946f01fd2094b-6e8b0f8d21cfc9e8019104686a045acc-resized.jpeg"/></p>
<p><strong>发生了什么？</strong></p>
<p>半导体测试公司泰瑞达（Teradyne）的股票在下午交易中上涨了 4.9%，此前 Stifel 和 BofA 证券的分析师上调了该股的目标价，称其在人工智能（AI）领域的潜力正在增长。Stifel 将目标价从 100 美元上调至 119 美元，强调了泰瑞达在计算半导体测试市场中日益扩大的角色。该公司指出，泰瑞达正在努力争取来自 GPU 巨头英伟达（Nvidia）的业务。虽然 Stifel 维持了 “持有” 评级，但 BofA 证券也将该股的目标价从 110 美元上调至 145 美元，尽管它保持了 “跑输大盘” 的评级。这两家公司的调整表明，基于其在不断增长的 AI 芯片领域的市场地位，该公司的估值有所上升。</p>
<p>该股当天收于 139.13 美元，比前一交易日上涨了 5.4%。</p>
<p>现在是购买泰瑞达的时机吗？请在此访问我们的完整分析报告。</p>
<p><strong>市场在告诉我们什么</strong></p>
<p>泰瑞达的股票非常波动，过去一年中有 24 次波动超过 5%。在这种情况下，今天的波动表明市场认为这一消息具有重要意义，但并不会从根本上改变对该业务的看法。</p>
<p>我们之前提到的重大波动发生在 3 天前，当时该股因特朗普总统威胁对中国商品征收 “巨额” 新关税而下跌了 6.1%。特朗普总统对中国商品征收 “巨额” 新关税的威胁在市场上引发了震动，直接影响了像英伟达和 AMD 这样的芯片制造商。特朗普提到中国对稀土金属的控制日益严格，而稀土金属是从电动车到国防系统等许多技术产品的重要组成部分。与此同时，北京 reportedly 已经启动了自己的反制措施。这些措施包括对稀土等关键原材料的出口控制加强，以及对芯片巨头高通（Qualcomm）发起反垄断调查。</p>
<p>此外，报告显示，中国海关官员现在对到达港口的半导体货物进行严格检查，特别是针对某些高端芯片。这种不断升级的对抗为半导体行业带来了重大不确定性，该行业严重依赖复杂的全球供应链和国际市场的准入，导致整个行业出现大规模抛售。</p>
<p>自年初以来，泰瑞达的股价上涨了 9.9%，目前每股 139.13 美元，接近 2025 年 10 月的 52 周高点 147.87 美元。五年前购买价值 1000 美元的泰瑞达股票的投资者，现在的投资价值为 1588 美元。</p>

泰瑞达

<p>泰瑞达（Teradyne，股票代码：TER）的股价上涨了 4.9%，原因是 Stifel 和美银证券（BofA Securities）的分析师上调了他们的目标价，指出人工智能领域的增长。Stifel 将目标价提高至 119 美元，而美银则将其提高至 145 美元。尽管市场波动，但市场认为这一消息具有重要性，但并非颠覆性。泰瑞达的股票今年迄今已上涨 9.9%，交易价格接近其 52 周高点 147.87 美元。五年前购买该公司股票的投资者，其投资从 1000 美元增长至 1588 美元</p>

<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:946f01fd2094b-6e8b0f8d21cfc9e8019104686a045acc-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/stockstory:946f01fd2094b-6e8b0f8d21cfc9e8019104686a045acc-resized.jpeg"/></p>
<p><strong>What Happened?</strong></p>
<div class="lb-trans"><p><strong>发生了什么？</strong></p>
</div><p>Shares of semiconductor testing company Teradyne  jumped 4.9% in the afternoon session after analysts at Stifel and BofA Securities raised their price targets on the stock, citing its growing potential in the artificial intelligence (AI) sector. Stifel increased its price target to $119 from $100, highlighting Teradyne's expanding role in the compute semiconductor test market. The firm noted Teradyne's efforts to potentially secure business from GPU giant Nvidia. While Stifel maintained a &#34;Hold&#34; rating, BofA Securities also lifted its target price on the stock to $145 from $110, though it kept an &#34;Underperform&#34; rating. The adjustments from both firms pointed to an increased valuation of the company based on its market position in the growing AI chip space.</p>
<div class="lb-trans"><p>半导体测试公司泰瑞达（Teradyne）的股票在下午交易中上涨了 4.9%，此前 Stifel 和 BofA 证券的分析师上调了该股的目标价，称其在人工智能（AI）领域的潜力正在增长。Stifel 将目标价从 100 美元上调至 119 美元，强调了泰瑞达在计算半导体测试市场中日益扩大的角色。该公司指出，泰瑞达正在努力争取来自 GPU 巨头英伟达（Nvidia）的业务。虽然 Stifel 维持了 “持有” 评级，但 BofA 证券也将该股的目标价从 110 美元上调至 145 美元，尽管它保持了 “跑输大盘” 的评级。这两家公司的调整表明，基于其在不断增长的 AI 芯片领域的市场地位，该公司的估值有所上升。</p>
</div><p>The shares closed the day at $139.13, up 5.4% from previous close.</p>
<div class="lb-trans"><p>该股当天收于 139.13 美元，比前一交易日上涨了 5.4%。</p>
</div><p>Is now the time to buy Teradyne? Access our full analysis report here.</p>
<div class="lb-trans"><p>现在是购买泰瑞达的时机吗？请在此访问我们的完整分析报告。</p>
</div><p><strong>What Is The Market Telling Us</strong></p>
<div class="lb-trans"><p><strong>市场在告诉我们什么</strong></p>
</div><p>Teradyne’s shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.</p>
<div class="lb-trans"><p>泰瑞达的股票非常波动，过去一年中有 24 次波动超过 5%。在这种情况下，今天的波动表明市场认为这一消息具有重要意义，但并不会从根本上改变对该业务的看法。</p>
</div><p>The previous big move we wrote about was 3 days ago when the stock dropped 6.1% on the news that President Donald Trump threatened to impose 'massive' new tariffs on Chinese goods. President Donald Trump's threat of &#34;massive&#34; new tariffs on Chinese goods sent shockwaves through the market, directly impacting chipmakers like Nvidia and AMD. Trump noted China's tightening controls on rare earth metals, which are vital components in many technology products from electric vehicles to defense systems. Compounding the pressure, Beijing has reportedly initiated its own countermeasures. These include tightening export controls on crucial raw materials such as rare earths and launching an antimonopoly investigation into chip giant Qualcomm.</p>
<div class="lb-trans"><p>我们之前提到的重大波动发生在 3 天前，当时该股因特朗普总统威胁对中国商品征收 “巨额” 新关税而下跌了 6.1%。特朗普总统对中国商品征收 “巨额” 新关税的威胁在市场上引发了震动，直接影响了像英伟达和 AMD 这样的芯片制造商。特朗普提到中国对稀土金属的控制日益严格，而稀土金属是从电动车到国防系统等许多技术产品的重要组成部分。与此同时，北京 reportedly 已经启动了自己的反制措施。这些措施包括对稀土等关键原材料的出口控制加强，以及对芯片巨头高通（Qualcomm）发起反垄断调查。</p>
</div><p>Furthermore, reports indicate that Chinese customs officials are now conducting stringent checks on semiconductor shipments arriving at ports, specifically targeting certain high-end chips. This escalating back-and-forth creates significant uncertainty for the semiconductor industry, which relies heavily on complex global supply chains and access to international markets, leading to a broad sell-off across the sector.</p>
<div class="lb-trans"><p>此外，报告显示，中国海关官员现在对到达港口的半导体货物进行严格检查，特别是针对某些高端芯片。这种不断升级的对抗为半导体行业带来了重大不确定性，该行业严重依赖复杂的全球供应链和国际市场的准入，导致整个行业出现大规模抛售。</p>
</div><p>Teradyne is up 9.9% since the beginning of the year, and at $139.13 per share, it is trading close to its 52-week high of $147.87 from October 2025. Investors who bought $1,000 worth of Teradyne’s shares 5 years ago would now be looking at an investment worth $1,588.</p>
<div class="lb-trans"><p>自年初以来，泰瑞达的股价上涨了 9.9%，目前每股 139.13 美元，接近 2025 年 10 月的 52 周高点 147.87 美元。五年前购买价值 1000 美元的泰瑞达股票的投资者，现在的投资价值为 1588 美元。</p>
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泰瑞达（TER）股票上涨，你需要了解的内容