---
title: "安森美半导体因人工智能和电动汽车的需求在三个月内上涨了 60%"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286864785.md"
description: "安森美半导体的股价在三个月内飙升了 60%，超过了行业 29% 的涨幅，这得益于人工智能和电动车市场的需求。2026 年第一季度，人工智能数据中心的收入环比增长超过 30%，而汽车销售在经历了七个季度的下滑后反弹。毛利率上升至 38.5%，预计高毛利产品如 Treo 将进一步提升盈利能力"
datetime: "2026-05-19T06:31:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286864785.md)
  - [en](https://longbridge.com/en/news/286864785.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286864785.md)
---

# 安森美半导体因人工智能和电动汽车的需求在三个月内上涨了 60%

Stock rally momentum: ON Semiconductor’s shares have surged 60% in three months, outperforming the industry’s 29% gain, fueled by AI and EV market demand. AI and EV boost: AI data-center revenues jumped over 30% sequentially in Q1 2026, while automotive sales returned to growth after seven quarters of decline. Profitability trends: Gross margins rose for the third straight quarter to 38.5%, with high-margin products like Treo expected to drive further profitability.

### 相关股票

- [ON.US](https://longbridge.com/zh-CN/quote/ON.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)

## 相关资讯与研究

- [人工智能产业日报 (05.19) : AI 芯片被收购](https://longbridge.com/zh-CN/news/286959370.md)
- [三星工会达成初步薪资协议后，暂停了原定的罢工计划](https://longbridge.com/zh-CN/news/287085670.md)
- [交大铁发（920027）举办 2025 年度业绩说明会 披露增收不增利原因及人工智能布局](https://longbridge.com/zh-CN/news/286936767.md)
- [Claude Code 产品负责人：AI 时代最稀缺的人什么样？](https://longbridge.com/zh-CN/news/287042434.md)
- [杰夫・贝索斯看淡人工智能泡沫隐忧：大可不必为此担心](https://longbridge.com/zh-CN/news/287075272.md)