<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Vicor-power-chips.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1536" height="1024" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Vicor-power-chips.png"/></p>
<p>电源芯片股票在周二上涨，此前 Vicor Corporation (VICR) 上调了第二季度的收入指引，显示出与人工智能基础设施和数据中心电力系统相关的需求持续强劲。</p>
<p>Vicor 将其第二季度的收入预测从之前的 1.26 亿美元上调至 1.42 亿美元。</p>
<p>该公司表示，较高的指引反映了更强的产品收入和与新许可协议相关的额外特许权使用费收入，该协议涵盖其专利电源系统技术。</p>
<p>Vicor 的股票在公告后大幅上涨，盘中上涨幅度最高达到 24%，并创下历史新高，随后在交易时段内回落了一些涨幅。</p>
<p>该股今年迄今已上涨约 203%，投资者继续转向与人工智能相关基础设施支出相关的公司。</p>
<p>此次上涨也推动了其他在电源半导体和电源管理领域运营的公司。</p>
<h2>人工智能基础设施需求推动电源芯片行业</h2>
<p>随着对人工智能服务器和大规模数据中心基础设施需求的增长，投资者对该行业的热情加速，这些基础设施需要越来越复杂的电力传输和冷却系统。</p>
<p>Vicor 专注于模块化电源组件和电源系统，用于在计算环境中高效转换和分配电力。</p>
<p>该公司的技术被原始设备制造商和寻求更高性能和能效的超大规模数据中心运营商广泛使用。</p>
<p>最新的指引上调表明，尽管对技术估值和经济增长放缓的担忧加剧，人工智能基础设施的需求仍然强劲。</p>
<p>该公司表示，更新的预测部分是由于来自新签署的被许可方的额外特许权使用费支付。</p>
<p>该协议授予 Vicor 的专利电源系统技术组合的访问权限，包括电源转换拓扑、控制系统、电源组件和电力分配架构。</p>
<p>“全面许可使得 [原始设备制造商] 和超大规模运营商能够确保对 Vicor 所开创和专利的所有电源系统创新的多源访问，” 首席执行官 Patrizio Vinciarelli 在一份声明中表示。</p>
<p>分析师指出，尽管特许权使用费收入仍小于 Vicor 的核心产品业务，但新协议表明，随着人工智能基础设施在全球的扩展，市场对该公司知识产权组合的兴趣日益增长。</p>
<h2>许可业务增加新的增长层</h2>
<p>Vicor 在第一季度产生了约 1500 万美元的特许权使用费收入。</p>
<p>FactSet 调查的分析师预计，第二季度的特许权使用费收入将适度上升至约 1600 万美元，此前该公司上调了指引。</p>
<p>新增被许可方的加入可能表明 Vicor 的技术在超大规模运营商和构建先进人工智能计算系统的企业客户中的更广泛采用。</p>
<p>该公司最近还报告了强于预期的第一季度财务业绩。</p>
<p>Vicor 在该季度的每股收益为 0.44 美元，超过了分析师预测的 0.37 美元。</p>
<p>收入约为 1.1297 亿美元，也超出了预期。</p>
<p>投资者越来越关注提供支持人工智能工作负载所需的关键基础设施组件的公司，包括电源管理系统、网络硬件、半导体和冷却技术。</p>
<p>随着人工智能计算需求的快速增长，电力效率和可靠的能源分配已成为数据中心运营商面临的核心挑战，进一步提升了对 Vicor 等公司的兴趣。</p>
<p>Vicor 股票因人工智能电源芯片需求提升收入展望而大幅上涨，文章首发于 Invezz。</p>

VICR

纳斯达克半导体 ETF - First Trust

半导体 ETF - VanEck Vectors

动态半导体 ETF - Invesco

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

标普半导体 ETF - SPDR

<p>Vicor Corporation (VICR) 将其第二季度收入预期从 1.26 亿美元上调至 1.42 亿美元，主要受益于对 AI 基础设施的强劲需求和一项新的许可协议。公告发布后，Vicor 的股价在盘中上涨了 24%，今年累计上涨了 203%。该公司还报告了超出预期的第一季度收益，每股收益为 0.44 美元。对 Vicor 电源技术日益增长的兴趣反映了 AI 市场的扩张以及数据中心对高效电源系统的需求</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Vicor-power-chips.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Vicor-power-chips.png"/></p>
<p>Power chip stocks rallied on Tuesday after Vicor Corporation (VICR) raised its second-quarter revenue guidance, signaling continued strength in demand tied to artificial intelligence infrastructure and data center power systems.</p>
<div class="lb-trans"><p>电源芯片股票在周二上涨，此前 Vicor Corporation (VICR) 上调了第二季度的收入指引，显示出与人工智能基础设施和数据中心电力系统相关的需求持续强劲。</p>
</div><p>Vicor increased its second-quarter revenue forecast to $142 million from a prior outlook of $126 million.</p>
<div class="lb-trans"><p>Vicor 将其第二季度的收入预测从之前的 1.26 亿美元上调至 1.42 亿美元。</p>
</div><p>The company said the higher guidance reflects stronger product revenue and additional royalty income tied to a new licensing agreement covering its patented power-system technologies.</p>
<div class="lb-trans"><p>该公司表示，较高的指引反映了更强的产品收入和与新许可协议相关的额外特许权使用费收入，该协议涵盖其专利电源系统技术。</p>
</div><p>Shares of Vicor surged sharply following the announcement, climbing as much as 24% intraday and reaching an all-time high before trimming some gains later in the session.</p>
<div class="lb-trans"><p>Vicor 的股票在公告后大幅上涨，盘中上涨幅度最高达到 24%，并创下历史新高，随后在交易时段内回落了一些涨幅。</p>
</div><p>The stock has now risen roughly 203% this year as investors continue rotating into companies tied to AI-related infrastructure spending.</p>
<div class="lb-trans"><p>该股今年迄今已上涨约 203%，投资者继续转向与人工智能相关基础设施支出相关的公司。</p>
</div><p>The rally also lifted other companies operating in the power semiconductor and power management space.</p>
<div class="lb-trans"><p>此次上涨也推动了其他在电源半导体和电源管理领域运营的公司。</p>
</div><h2>AI infrastructure demand boosts power chip sector</h2>
<div class="lb-trans"><h2>人工智能基础设施需求推动电源芯片行业</h2>
</div><p>Investor enthusiasm around the sector has accelerated alongside growing demand for AI servers and large-scale data center infrastructure, which require increasingly sophisticated power delivery and cooling systems.</p>
<div class="lb-trans"><p>随着对人工智能服务器和大规模数据中心基础设施需求的增长，投资者对该行业的热情加速，这些基础设施需要越来越复杂的电力传输和冷却系统。</p>
</div><p>Vicor specializes in modular power components and power systems used to convert and distribute electrical power efficiently across computing environments.</p>
<div class="lb-trans"><p>Vicor 专注于模块化电源组件和电源系统，用于在计算环境中高效转换和分配电力。</p>
</div><p>The company’s technologies are widely used by original equipment manufacturers and hyperscale data center operators seeking higher performance and energy efficiency.</p>
<div class="lb-trans"><p>该公司的技术被原始设备制造商和寻求更高性能和能效的超大规模数据中心运营商广泛使用。</p>
</div><p>The latest guidance increase suggests AI infrastructure demand remains strong despite broader concerns about technology valuations and slowing economic growth.</p>
<div class="lb-trans"><p>最新的指引上调表明，尽管对技术估值和经济增长放缓的担忧加剧，人工智能基础设施的需求仍然强劲。</p>
</div><p>The company said the updated forecast was partly driven by additional royalty payments from a newly signed licensee.</p>
<div class="lb-trans"><p>该公司表示，更新的预测部分是由于来自新签署的被许可方的额外特许权使用费支付。</p>
</div><p>The agreement grants access to Vicor’s portfolio of patented power-system technologies, including power converter topologies, control systems, power components, and power distribution architectures.</p>
<div class="lb-trans"><p>该协议授予 Vicor 的专利电源系统技术组合的访问权限，包括电源转换拓扑、控制系统、电源组件和电力分配架构。</p>
</div><p>“An all-inclusive license enables [original equipment manufacturers] and hyper-scalers to secure multi-source access to all of the power system innovations pioneered and patented by Vicor,” Chief Executive Patrizio Vinciarelli said in a statement.</p>
<div class="lb-trans"><p>“全面许可使得 [原始设备制造商] 和超大规模运营商能够确保对 Vicor 所开创和专利的所有电源系统创新的多源访问，” 首席执行官 Patrizio Vinciarelli 在一份声明中表示。</p>
</div><p>Analysts noted that while royalty revenue remains smaller than Vicor’s core product business, the new agreement demonstrates growing interest in the company’s intellectual property portfolio as AI infrastructure expands globally.</p>
<div class="lb-trans"><p>分析师指出，尽管特许权使用费收入仍小于 Vicor 的核心产品业务，但新协议表明，随着人工智能基础设施在全球的扩展，市场对该公司知识产权组合的兴趣日益增长。</p>
</div><h2>Licensing business adds new growth layer</h2>
<div class="lb-trans"><h2>许可业务增加新的增长层</h2>
</div><p>Vicor generated approximately $15 million in royalty revenue during the first quarter.</p>
<div class="lb-trans"><p>Vicor 在第一季度产生了约 1500 万美元的特许权使用费收入。</p>
</div><p>Analysts surveyed by FactSet had expected second-quarter royalty revenue to rise modestly to roughly $16 million before the company raised guidance.</p>
<div class="lb-trans"><p>FactSet 调查的分析师预计，第二季度的特许权使用费收入将适度上升至约 1600 万美元，此前该公司上调了指引。</p>
</div><p>The addition of a new licensee could signal broader adoption of Vicor’s technologies among hyperscale operators and enterprise customers building advanced AI computing systems.</p>
<div class="lb-trans"><p>新增被许可方的加入可能表明 Vicor 的技术在超大规模运营商和构建先进人工智能计算系统的企业客户中的更广泛采用。</p>
</div><p>The company also recently reported stronger-than-expected first-quarter financial results.</p>
<div class="lb-trans"><p>该公司最近还报告了强于预期的第一季度财务业绩。</p>
</div><p>Vicor posted earnings per share of $0.44 for the quarter, exceeding analyst forecasts of $0.37.</p>
<div class="lb-trans"><p>Vicor 在该季度的每股收益为 0.44 美元，超过了分析师预测的 0.37 美元。</p>
</div><p>Revenue reached approximately $112.97 million, also ahead of expectations.</p>
<div class="lb-trans"><p>收入约为 1.1297 亿美元，也超出了预期。</p>
</div><p>Investors have increasingly focused on companies supplying critical infrastructure components required to support AI workloads, including power management systems, networking hardware, semiconductors, and cooling technologies.</p>
<div class="lb-trans"><p>投资者越来越关注提供支持人工智能工作负载所需的关键基础设施组件的公司，包括电源管理系统、网络硬件、半导体和冷却技术。</p>
</div><p>As AI computing demand continues scaling rapidly, power efficiency and reliable energy distribution have become central challenges for data center operators, further boosting interest in companies such as Vicor.</p>
<div class="lb-trans"><p>随着人工智能计算需求的快速增长，电力效率和可靠的能源分配已成为数据中心运营商面临的核心挑战，进一步提升了对 Vicor 等公司的兴趣。</p>
</div><p>The post Vicor stock surges as AI power chip demand lifts revenue outlook appeared first on Invezz</p>
<div class="lb-trans"><p>Vicor 股票因人工智能电源芯片需求提升收入展望而大幅上涨，文章首发于 Invezz。</p>
</div>

Vicor stock surges as AI power chip demand lifts revenue outlook

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Vicor

辉盛研究系统

由于人工智能电源芯片的需求提升了收入预期，Vicor 的股票大幅上涨