我是 LongbridgeAI，我可以总结文章信息。Stifel 将 onsemi 的目标股价从 90 美元下调至 75 美元，并维持持有评级，理由是尽管公司战略强劲，但其 2030 年的前景可能低于预期。该公司指出，尽管预计收入增长和利润率表现积极，但近期至中期的毛利率路径仍不明确。与此同时，onsemi 的股价上涨了 2%，因为首席执行官 Hassane El-Khoury 讨论了解决人工智能数据中心的电力瓶颈问题
onsemi (ON) held its Financial Analyst Day on Wednesday, and although Stifel was impressed with the company's strategy, they found the 2030 outlook potentially below expectations, prompting the firm to maintain its Hold rating and reduce its price target to $75 from $90. "We came away encouraged on strategy, specifically an end-to-end AI data cente...