<p>[新加坡] 半导体测试解决方案提供商永科（AEM Holdings）在 5 月 14 日（星期四）早上因第一季度净利润同比大幅增长而上涨超过 13%。</p>
<p>截至上午 9:04，该股票交易上涨 13.2%，或 1.10 新元，报 9.45 新元，随后在上午 9:09 略微回落至 9.43 新元，仍上涨 12.9%，成交量达到三百万股。</p>
<p>该公司在周三公布截至 3 月 31 日的第一季度净利润为 1430 万新元，较去年同期的 330 万新元增长超过四倍。该集团还将 2026 财年的收入指引上调 20%，至 5.5 亿至 6 亿新元。</p>
<p>星展集团研究分析师阿曼达·谭（Amanda Tan）对该股票维持 “买入” 评级，并将目标价从 8.90 新元上调至 11.80 新元。今年以来，这家芯片测试公司股价已飙升超过 400%。</p>
<p>她在周四的报告中指出，该机构将把 2026 财年的收入预测上调 15%，盈利预测上调 25%，以反映来自无晶圆厂 AI/高性能计算客户的强劲需求、来自 PC/代工客户的订单势头改善以及利润率的扩张。</p>
<p>她还指出，市场共识盈利上调的空间，将推动股价产生积极反应。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9f88afd71f800e2f4bdb79cf774921c98b686f6ee48226c77d9577c26d7161e7/query-ZHByPTEmZj13ZWJwJnc9MjQw?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://cassette.sphdigital.com.sg/image/businesstimes/9f88afd71f800e2f4bdb79cf774921c98b686f6ee48226c77d9577c26d7161e7/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>AI 热潮：永科第一季度利润翻四倍至 1430 万新元，2026 财年收入指引上调 20%</h3>
<h3>在新的全球秩序中导航亚洲</h3>
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<p>“永科是提供系统级测试（SLT）解决方案的先驱，目前在技术上领先于竞争对手一代，” 谭表示。“鉴于其技术优势，我们相信永科在日益复杂的芯片和增加的测试覆盖需求，以及对先进异构封装的需求中，能够很好地把握不断增长的 SLT 市场。”</p>
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永科

半导体 3 倍做多 - Direxion

<p>AEM Holdings 的股票在第一季度净利润显著增长后上涨超过 13%，净利润从去年同期的 330 万新元增至 1430 万新元。该公司还将 2026 财年的收入指引上调 20%，预计在 5.5 亿至 6 亿新元之间。分析师 Amanda Tan 维持 “买入” 评级，并将目标价提高至 11.80 新元。AEM 的股票年初至今已上涨超过 400%，这得益于半导体测试市场的强劲需求和预期的盈利上调</p>

<p>[SINGAPORE] Semiconductor test solutions provider AEM Holdings jumped by over 13 per cent on Thursday (May 14) morning on the back of a sizeable year-on-year surge in net profit for Q1.</p>
<div class="lb-trans"><p>[新加坡] 半导体测试解决方案提供商永科（AEM Holdings）在 5 月 14 日（星期四）早上因第一季度净利润同比大幅增长而上涨超过 13%。</p>
</div><p>As at 9.04 am, the counter was trading 13.2 per cent or S$1.10 higher at S$9.45, before easing slightly to S$9.43 by 9.09 am, still up 12.9 per cent after three million securities changed hands.</p>
<div class="lb-trans"><p>截至上午 9:04，该股票交易上涨 13.2%，或 1.10 新元，报 9.45 新元，随后在上午 9:09 略微回落至 9.43 新元，仍上涨 12.9%，成交量达到三百万股。</p>
</div><p>The company on Wednesday posted a S$14.3 million in net profit for the first quarter ended Mar 31, more than quadrupling from S$3.3 million in the year-ago period. It also raised its FY2026 revenue guidance by 20 per cent to between S$550 million and S$600 million, a business update by the group said.</p>
<div class="lb-trans"><p>该公司在周三公布截至 3 月 31 日的第一季度净利润为 1430 万新元，较去年同期的 330 万新元增长超过四倍。该集团还将 2026 财年的收入指引上调 20%，至 5.5 亿至 6 亿新元。</p>
</div><p>DBS Group Research analyst Amanda Tan has kept a “buy” rating on the stock, and a raised target price to S$11.80, from S$8.90. Year to date, the chip testing company has soared over 400 per cent.</p>
<div class="lb-trans"><p>星展集团研究分析师阿曼达·谭（Amanda Tan）对该股票维持 “买入” 评级，并将目标价从 8.90 新元上调至 11.80 新元。今年以来，这家芯片测试公司股价已飙升超过 400%。</p>
</div><p>Her report on Thursday noted that the house will be raising its revenue forecast by 15 per cent and earnings forecast by 25 per cent for FY2026, to reflect stronger demand from the fabless AI/high-performance computing customer, improving order momentum from the PC/Foundry customer, and margin expansion.</p>
<div class="lb-trans"><p>她在周四的报告中指出，该机构将把 2026 财年的收入预测上调 15%，盈利预测上调 25%，以反映来自无晶圆厂 AI/高性能计算客户的强劲需求、来自 PC/代工客户的订单势头改善以及利润率的扩张。</p>
</div><p>She also noted that there is scope for consensus earnings upgrades, to drive a positive share price reaction.</p>
<div class="lb-trans"><p>她还指出，市场共识盈利上调的空间，将推动股价产生积极反应。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9f88afd71f800e2f4bdb79cf774921c98b686f6ee48226c77d9577c26d7161e7/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/9f88afd71f800e2f4bdb79cf774921c98b686f6ee48226c77d9577c26d7161e7?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>AI boom: AEM quadruples Q1 profit to S$14.3 million, raises FY2026 revenue guidance by 20%</h3>
<div class="lb-trans"><h3>AI 热潮：永科第一季度利润翻四倍至 1430 万新元，2026 财年收入指引上调 20%</h3>
</div><h3>Navigate Asia in  a new global order</h3>
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</div><p>“AEM is a pioneer in providing system level test (SLT) solutions and is currently around one generation ahead of its competitors,” said Tan. “Given its technological superiority, we believe AEM is well positioned to ride on the growing SLT market that has benefitted from increased complexity of chips and increased test coverage requirements, alongside the need for advanced heterogeneous packaging.”</p>
<div class="lb-trans"><p>“永科是提供系统级测试（SLT）解决方案的先驱，目前在技术上领先于竞争对手一代，” 谭表示。“鉴于其技术优势，我们相信永科在日益复杂的芯片和增加的测试覆盖需求，以及对先进异构封装的需求中，能够很好地把握不断增长的 SLT 市场。”</p>
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</div>

永科的股票上涨了 13%，这是由于其第一季度净利润跃升至 1430 万新加坡元，增长超过四倍