--- title: "先科電子因奧本海默將其評級上調至跑贏大盤而上漲超過 5%" description: "在 Oppenheimer 將半導體公司 Semtech 的評級上調至 “跑贏大盤” 後,Semtech 的股價上漲了 5.5%,目標價設定為 81 美元。此次評級上調是由於預計主動銅纜的採用增長以及對 LoRa 技術的強勁需求,這一需求預計將保持超過 20% 的增長。儘管 Seeking Alpha 給予該股 “持有” 評級,分析師們對該股票仍持樂觀態度,該股今年略微上漲了 0.21%,落後於標" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/259565278.md" published_at: "2025-09-30T14:34:11.000Z" --- # 先科電子因奧本海默將其評級上調至跑贏大盤而上漲超過 5% > 在 Oppenheimer 將半導體公司 Semtech 的評級上調至 “跑贏大盤” 後,Semtech 的股價上漲了 5.5%,目標價設定為 81 美元。此次評級上調是由於預計主動銅纜的採用增長以及對 LoRa 技術的強勁需求,這一需求預計將保持超過 20% 的增長。儘管 Seeking Alpha 給予該股 “持有” 評級,分析師們對該股票仍持樂觀態度,該股今年略微上漲了 0.21%,落後於標準普爾指數的 13% 漲幅 Semtech (NASDAQ:SMTC) shares jumped nearly 5.5% during early trading hours on Tuesday as Oppenheimer upgraded the semiconductor firm to Outperform from Perform. Oppenheimer set a price target of $81, stating that Active Copper Cable (ACC) adoption to accelerate beginning in F4Q. “We estimate SMTC ACC share 70-80% and see it as a top driver of growt... ### Related Stocks - [SMTC.US - 先科電子](https://longbridge.com/zh-HK/quote/SMTC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Versor Investments LP Purchases New Position in Semtech Corporation $SMTC | Versor Investments LP has acquired a new stake in Semtech Corporation (NASDAQ:SMTC), purchasing 11,448 shares valued at | [Link](https://longbridge.com/zh-HK/news/275601865.md) | | Allspring Global Investments Holdings LLC Acquires New Shares in Semtech Corporation $SMTC | Allspring Global Investments Holdings LLC acquired 127,795 shares of Semtech Corporation (NASDAQ:SMTC) valued at approxi | [Link](https://longbridge.com/zh-HK/news/271620808.md) | | Has this back-from-the-dead semiconductor stock really gotten its mojo back? | Bulls are more optimistic than ever, but there's a lot of skepticism. | [Link](https://longbridge.com/zh-HK/news/275985722.md) | | Shanghai Iluvatar CoreX Semiconductor CFO Exits; Successor Named | Shanghai Iluvatar CoreX Semiconductor CFO Exits; Successor Named | [Link](https://longbridge.com/zh-HK/news/275893717.md) | | Top Semtech Insiders Make Eye-Catching Stock Moves | Recent insider activity at Semtech (SMTC) on January 13, 2026, saw Chief Quality Officer John Michael Wilson sell 5,000 | [Link](https://longbridge.com/zh-HK/news/272486454.md) | --- > **免責聲明**:本文內容僅供參考,不構成任何投資建議。