---
title: "安森美半導體因人工智能和電動汽車的需求在三個月內上漲了 60%"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286864785.md"
description: "安森美半導體的股價在三個月內飆升了 60%，超過了行業 29% 的漲幅，這得益於人工智能和電動車市場的需求。2026 年第一季度，人工智能數據中心的收入環比增長超過 30%，而汽車銷售在經歷了七個季度的下滑後反彈。毛利率上升至 38.5%，預計高毛利產品如 Treo 將進一步提升盈利能力"
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)
---

# 安森美半導體因人工智能和電動汽車的需求在三個月內上漲了 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.

### 相關股票

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

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