[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-teradyne-ter-stock-valuation-2028-forecast-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":186,"relatedPosts":193,"suggestedPosts":268},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},129089,"过去一年上涨199%，泰瑞达股票到2028年是否仍有上涨空间？","2026-09-07T13:48:44","\u003Cp>TER股价在AI驱动业绩井喷后，目前交易于357美元附近。查看TIKR的估值模型、关键假设及看涨\u002F中性\u002F看跌情景分析。\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">\u003Cstrong>核心要点：\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>AI驱动的繁荣：\u003C\u002Fstrong> Teradyne目前超过60%的收入与AI相关，公司2026年第二季度总收入同比增长超过一倍。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>价格预测：\u003C\u002Fstrong> 基于当前执行情况，TER股票到2028年12月可能达到562美元。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在收益：\u003C\u002Fstrong> 该目标意味着从当前357美元的价格有58%的总回报。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化回报：\u003C\u002Fstrong> 投资者在未来2.3年内可能看到约22%的年化增长。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">现已上线：使用TIKR的新估值模型，发现您最喜爱的股票可能有多少上涨空间（免费）\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Teradyne (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=94728&tid=2657481&ref=49x9sy\">TER\u003C\u002Fa>) 刚刚公布了连续第二个创纪录的季度收入。公司2026年第二季度总收入突破13亿美元，同比增长超过100%，而非公认会计准则每股收益飙升超过300%，达到2.47美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">首席执行官Greg Smith表示，AI是原因所在。Teradyne的所有三个业务集团——半导体测试、产品测试和机器人——均实现了同比和环比增长，目前AI驱动的收入占总收入的60%以上。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Smith在电话会议上强调的更重要一点是：半导体资本支出，特别是晶圆厂设备支出正在加速，其中用于测试设备的支出份额已从2023年的4%攀升至2026年目前的8%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TER股票目前交易价格约为357美元，在经历强劲上涨后，市场似乎正在为持续增长而非放缓定价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对TER股票的完整增长预测和预估（免费） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-model-says-for-teradyne-stock\" class=\"wp-block-heading\">模型对Teradyne股票的预测\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Teradyne生产自动测试设备，即在芯片和内存出货前进行检查的机器。随着AI芯片变得越来越复杂，它们需要的测试不是减少，而是增加，这正是这里看涨论点的核心。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">最大的业务板块半导体测试，连续第二个季度实现季度收入超过10亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">其中，计算收入（用于AI服务器的芯片）同比增长近600%，这得益于一个新的商用GPU客户以及第二家超大规模云服务提供商现在开始认证Teradyne的设备。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">内存测试也火力全开。该领域收入达到2.12亿美元，连续第三个季度超过2亿美元，这得益于对HBM和DRAM测试的需求以及NAND闪存的复苏。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">基于27.5%的年收入增长率和33.7%的营业利润率预测，我们的模型预计该股可能在2.3年内上涨至562美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这假设了35.9倍的市盈率，低于Teradyne自身一年平均45.2倍的水平。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-our-valuation-assumptions\" class=\"wp-block-heading\">我们的估值假设\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3570\" height=\"3980\" data-public-id=\"images\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3570,h_3980,c_scale\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA\" alt=\"\" class=\"wp-post-129089 wp-image-129103\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788787424\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA 3570w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1338,c_scale\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1561,c_scale\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_334,c_scale\u002Ff_webp,q_auto\u002Fv1788787424\u002Fimages\u002FTER_valuation_model_guided\u002FTER_valuation_model_guided.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3570px) 100vw, 3570px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">TER股票估值模型 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">即时估算公司的公允价值（使用TIKR免费） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-our-valuation-assumptions-0\" class=\"wp-block-heading\">我们的估值假设\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR的估值模型允许您输入自己对公司的\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers?ref=tikrblog\">收入增长\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula?ref=tikrblog\">营业利润率\u003C\u002Fa>和\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio?ref-tikrblog\">市盈率\u003C\u002Fa>的假设，并计算股票的预期回报。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">以下是我们对TER股票使用的参数：\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-1-revenue-growth-27-5\" class=\"wp-block-heading\">\u003Cstrong>1. 收入增长率\u003C\u002Fstrong>：\u003Cstrong>27.5%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Teradyne过去一年的收入增长了13.1%，但这低估了公司目前的状况。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">2026年上半年收入同比增长近100%。管理层预计到本年代末，晶圆厂设备市场将接近2500亿美元，首席执行官Greg Smith表示，整个测试设备市场可能达到或超过200亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我们假设增长将从今年爆炸性的速度放缓，但仍远高于历史平均水平。\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-2-operating-margins-33-7\" class=\"wp-block-heading\">\u003Cstrong>2. 营业利润率\u003C\u002Fstrong>：\u003Cstrong>33.7%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">过去十二个月的营业利润率为22.3%，但仅2026年第二季度就达到了33.7%，这得益于强劲的AI驱动销量。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">由于产品组合改善，毛利率同比扩大250个基点至59.8%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">首席财务官Michelle Turner预计将继续投资于研发和上市活动以支持2027年的增长，但更高销量带来的经营杠杆应能使利润率保持在当前水平附近。\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-3-exit-p-e-multiple-35-9x\" class=\"wp-block-heading\">\u003Cstrong>3. 退出市盈率：35.9倍\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TER目前以36.6倍的远期市盈率交易。我们假设市盈率会略微压缩至35.9倍，大致与三年平均水平一致，因为市场对AI驱动增长的看法将趋于正常化，而不是为永续的三位数增长定价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这仍远高于25.9倍的十年平均水平，反映了与AI芯片测试需求相关的结构性更高增长轨迹。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">构建您自己的估值模型来评估任何股票（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happens-if-things-go-better-or-worse\" class=\"wp-block-heading\">如果情况变好或变坏会怎样？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">半导体设备股呈周期性波动，Teradyne也不例外。以下是TER股票在不同情景下到2030年12月可能的表现：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>悲观情景：\u003C\u002Fstrong> 如果收入增长率稳定在24.1%，净利润率降至25.6%，投资者仍可能看到75.7%的总回报，或约13.9%的年化回报。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>中性情景：\u003C\u002Fstrong> 在26.7%的增长率和27.3%的利润率下，我们预计总回报为136.8%，或约22.0%的年化回报。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>乐观情景：\u003C\u002Fstrong> 如果AI需求保持如此强劲，将收入增长率推至29.4%，利润率推至28.6%，回报可能达到210.1%的总回报，或约29.9%的年化回报。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full is-resized\">\u003Cimg width=\"4875\" height=\"4080\" data-public-id=\"images\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4875,h_4080,c_scale\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA\" alt=\"\" class=\"wp-post-129089 wp-image-129104\" style=\"width:840px;height:auto\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788787507\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA 4875w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1004,c_scale\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1172,c_scale\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_251,c_scale\u002Ff_webp,q_auto\u002Fv1788787507\u002Fimages\u002FTER_valuation_model_adv\u002FTER_valuation_model_adv.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4875px) 100vw, 4875px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">TER股票估值模型 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">立即查看分析师对TER股票的看法（使用TIKR免费） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这些结果之间的差异很大程度上取决于与主要计算客户的双供应商认证周期如何发展，以及晶圆厂设备支出是否如管理层预期的那样在本世纪剩余时间内持续加速。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-teradyne-stock-have-from-here\" class=\"wp-block-heading\">Teradyne股票从这里还有多少上涨空间？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">使用TIKR的\u003Cstrong>新估值模型工具\u003C\u002Fstrong>，您可以在不到一分钟的时间内估算股票的潜在股价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">只需要三个简单的输入：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>收入增长率\u003C\u002Fli>\n\n\n\n\u003Cli>营业利润率\u003C\u002Fli>\n\n\n\n\u003Cli>退出市盈率\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果您不确定输入什么，TIKR会自动使用分析师的共识预估填充每个输入，为您提供一个快速可靠的起点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">然后，TIKR会计算\u003Cstrong>乐观、中性和悲观情景下\u003C\u002Fstrong>的潜在股价和总回报，让您快速判断一只股票看起来是被低估还是高估。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在60秒内查看股票的真实价值（使用TIKR免费） >>>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>寻找新机会？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看\u003Cstrong> \u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>亿万富翁投资者正在买入哪些股票\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong> \u003C\u002Fstrong>，以便跟随聪明钱。\u003C\u002Fli>\n\n\n\n\u003Cli>使用TIKR一体化、易于使用的平台，\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>在短短5分钟内分析股票\u003C\u002Fstrong>\u003C\u002Fa>。\u003C\u002Fli>\n\n\n\n\u003Cli>您翻开的石头越多…发现的机会就越多。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>使用TIKR搜索10万+全球股票、全球顶级投资者持仓等。\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">免责声明：\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据TIKR终端的投资数据和分析师预估来创建内容。我们的分析可能未包含最新的公司新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",1081,"zh","\u002Fblog\u002Fteradyne-ter-stock-valuation-2028-forecast","teradyne-ter-stock-valuation-2028-forecast","images\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788787091\u002Fimages\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva\u002FTER-stock-@undefined-from-Getty-Images-Pro-via-Canva-@Aaron-Hawkins-from-Getty-Images-via-Canva.png?_i=AA",{"altText":164,"imageCredit":165},"Up 199% Over the Last Year, Does Teradyne Stock Still Have Room to Run Through 2028?","@undefined from Getty Images Pro via Canva, @Aaron Hawkins from Getty Images via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Aditya Raghunath","adityatikr","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",0,[],{"title":164,"metaDesc":185,"opengraphDescription":185,"twitterTitle":164,"twitterDescription":185},"TER trades near $357 after a blowout AI-driven quarter. See TIKR’s valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios.",{"title":164,"description":187,"twitterTitle":164,"twitterDescription":187,"author":167,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":189,"twitterData1":190,"ogTitle":164,"ogDescription":187,"ogUrl":159,"ogImage":162,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"TER trades near $357 after a blowout AI-driven quarter. See TIKR’s valuation model, key assumptions, and bull\u002Fbase\u002Fbear scenarios.","TIKR.com","预计阅读时间","2 minutes",1200,630,[194,209,224,238,253],{"id":182,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"过去12个月下跌52%，Monday.com股票能否在2028年前扭转局面？","2026-09-07 13:48:05","MNDY股价现报约91美元，经历艰难一年后。查看TIKR估值模型、关键假设以及monday.com股票的多头\u002F中性\u002F空头情景分析。",1057,"\u002Fblog\u002Fmonday-com-mndy-stock-valuation-2028-forecast","monday-com-mndy-stock-valuation-2028-forecast","images\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788785282\u002Fimages\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva\u002FMNDY-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@Lukas-Blazek-from-Pexels-via-Canva.png?_i=AA",{"altText":195},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":205},[],[207],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"在过去12个月下跌近3%，穆迪股票能否在2028年前反弹？","2026-09-07 12:51:18","MCO股价在强劲的第二季度业绩后交易于494美元附近。查看TIKR的估值模型、关键假设以及穆迪股票的看涨\u002F中性\u002F看跌情景。",1051,"\u002Fblog\u002Fmoodys-mco-stock-valuation-2028-forecast","moodys-mco-stock-valuation-2028-forecast","images\u002FMCO-stock_12907910dc1\u002FMCO-stock_12907910dc1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788777469\u002Fimages\u002FMCO-stock_12907910dc1\u002FMCO-stock_12907910dc1.png?_i=AA",{"altText":210},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":220},[],[222],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":225,"date":226,"excerpt":227,"wordCount":191,"uri":228,"slug":229,"cloudinaryAssetId":230,"featuredImageOriginalUrl":231,"featuredImageMetadata":232,"author":233,"categories":235,"relatedPosts":237},"过去12个月下跌16%，IDEXX股票能否在2027年反弹？","2026-09-07 12:50:27","IDEXX股价下跌，尽管其诊断业务增长强劲。以下是TIKR估值模型对其截至2028年目标价格的预测。","\u002Fblog\u002Fidexx-idxx-stock-valuation-2027-price-target","idexx-idxx-stock-valuation-2027-price-target","images\u002FIDXX-stock_129056d2db7\u002FIDXX-stock_129056d2db7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788775298\u002Fimages\u002FIDXX-stock_129056d2db7\u002FIDXX-stock_129056d2db7.png?_i=AA",{"altText":225},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":234},[],[236],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":239,"date":240,"excerpt":241,"wordCount":242,"uri":243,"slug":244,"cloudinaryAssetId":245,"featuredImageOriginalUrl":246,"featuredImageMetadata":247,"author":248,"categories":250,"relatedPosts":252},"过去12个月下跌23%，达美乐披萨股票能否在2027年迎来转机？","2026-09-07 12:49:28","达美乐披萨股价大幅下挫，尽管订单增长强劲。以下是TIKR估值模型对其截至2028年目标价格的预测。",1151,"\u002Fblog\u002Fdominos-pizza-dpz-stock-valuation-2027-price-target","dominos-pizza-dpz-stock-valuation-2027-price-target","images\u002FDPZ-stock_128908c596b\u002FDPZ-stock_128908c596b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788670110\u002Fimages\u002FDPZ-stock_128908c596b\u002FDPZ-stock_128908c596b.png?_i=AA",{"altText":239},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":249},[],[251],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":254,"date":255,"excerpt":256,"wordCount":257,"uri":258,"slug":259,"cloudinaryAssetId":260,"featuredImageOriginalUrl":261,"featuredImageMetadata":262,"author":263,"categories":265,"relatedPosts":267},"Vicor股票过去一年上涨263%，到2031年是否仍有上涨空间？","2026-09-05 12:48:45","VICR的授权业务和AI算力芯片正推动其实现巨大增长。以下是TIKR模型对该公司股票到2031年上涨潜力的预测。",1122,"\u002Fblog\u002Fvicr-stock-vicor-valuation-2031","vicr-stock-vicor-valuation-2031","images\u002FVICR-stock_128833b8ae1\u002FVICR-stock_128833b8ae1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788600796\u002Fimages\u002FVICR-stock_128833b8ae1\u002FVICR-stock_128833b8ae1.png?_i=AA",{"altText":254},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":264},[],[266],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[269,287,303,318,332,347,367,384,399,414,429,447,462,477,492],{"id":182,"title":270,"date":271,"excerpt":272,"wordCount":273,"uri":274,"slug":275,"cloudinaryAssetId":276,"featuredImageOriginalUrl":277,"featuredImageMetadata":278,"author":279,"categories":281,"relatedPosts":286},"SpaceX德国竞争对手火箭首次进入轨道","2026-09-07 12:51:43","Isar 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10:30:30","Ciena的积压订单在一个季度内激增8亿美元，达到85亿美元，管理层表示需求仍超过供应。",993,"\u002Fblog\u002Fcienas-q3-earnings-show-record-margins-the-backlog-story-is-bigger","cienas-q3-earnings-show-record-margins-the-backlog-story-is-bigger","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1543-600x360.png",{"altText":288},{"name":297,"slug":298,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":299},"Gian Estrada","giantikr",[],[301],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},[],{"id":182,"title":304,"date":305,"excerpt":306,"wordCount":307,"uri":308,"slug":309,"cloudinaryAssetId":310,"featuredImageOriginalUrl":311,"featuredImageMetadata":312,"author":313,"categories":315,"relatedPosts":317},"为何UiPath股票上周下跌17%，尽管业绩超出预期","2026-09-07 10:30:00","UiPath股价上周暴跌17%，尽管营收超预期并上调了全年业绩指引。真正的症结在于其三季度增长预测几乎在一夜之间被腰斩。",1179,"\u002Fblog\u002Fwhy-uipath-stock-fell-17-last-week-despite-beating-estimates","why-uipath-stock-fell-17-last-week-despite-beating-estimates","images\u002FFEATURED-IMAGE-MAKER-1542\u002FFEATURED-IMAGE-MAKER-1542","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788775958\u002Fimages\u002FFEATURED-IMAGE-MAKER-1542\u002FFEATURED-IMAGE-MAKER-1542.png?_i=AA",{"altText":304},{"name":297,"slug":298,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":314},[],[316],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},[],{"id":182,"title":319,"date":320,"excerpt":170,"wordCount":321,"uri":322,"slug":323,"cloudinaryAssetId":324,"featuredImageOriginalUrl":325,"featuredImageMetadata":326,"author":327,"categories":329,"relatedPosts":331},"Lululemon股价周五暴跌17%。业绩指引下调才是真正的原因。","2026-09-07 10:00:00",1277,"\u002Fblog\u002Flululemon-stock-crashed-17-on-friday-the-guidance-cut-was-the-real-story","lululemon-stock-crashed-17-on-friday-the-guidance-cut-was-the-real-story","images\u002FFEATURED-IMAGE-MAKER-1541\u002FFEATURED-IMAGE-MAKER-1541","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788763363\u002Fimages\u002FFEATURED-IMAGE-MAKER-1541\u002FFEATURED-IMAGE-MAKER-1541.png?_i=AA",{"altText":319},{"name":297,"slug":298,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":328},[],[330],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},[],{"id":182,"title":333,"date":334,"excerpt":335,"wordCount":336,"uri":337,"slug":338,"cloudinaryAssetId":339,"featuredImageOriginalUrl":340,"featuredImageMetadata":341,"author":342,"categories":344,"relatedPosts":346},"CNH Industrial 股价上周飙升23%。以下是Baird将其评级上调至\"跑赢大盘\"的原因。","2026-09-07 09:00:00","两家分析机构上调评级和一份种子协议推动CNH Industrial股价上周上涨23%。这轮涨势能否超越仍在追赶的华尔街预期？",1343,"\u002Fblog\u002Fcnh-industrial-stock-jumped-23-last-week-heres-why-baird-upgraded-it-to-outperform","cnh-industrial-stock-jumped-23-last-week-heres-why-baird-upgraded-it-to-outperform","images\u002FFEATURED-IMAGE-MAKER-1540\u002FFEATURED-IMAGE-MAKER-1540","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788756072\u002Fimages\u002FFEATURED-IMAGE-MAKER-1540\u002FFEATURED-IMAGE-MAKER-1540.png?_i=AA",{"altText":333},{"name":297,"slug":298,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":343},[],[345],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},[],{"id":182,"title":348,"date":349,"excerpt":350,"wordCount":351,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":357,"categories":361,"relatedPosts":366},"Lululemon财报后下跌18%。以下是该股到2026年可能上涨的幅度","2026-09-07 07:29:20","Lululemon 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16:03:00","市场多年来一直在惩罚Snap。其核心业务正悄然产生比以往任何时候都多的现金流。",1015,"\u002Fblog\u002Fsnaps-stock-is-down-33-this-year-its-free-cash-flow-just-hit-an-all-time-high","snaps-stock-is-down-33-this-year-its-free-cash-flow-just-hit-an-all-time-high","images\u002FSnapchat-Featured_12900433f3d\u002FSnapchat-Featured_12900433f3d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788699767\u002Fimages\u002FSnapchat-Featured_12900433f3d\u002FSnapchat-Featured_12900433f3d.png?_i=AA",{"altText":368},{"name":378,"slug":379,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":380},"David Beren","davidberentikr",[],[382],{"name":363,"slug":364,"uri":365,"description":170,"postsCount":182},[],{"id":182,"title":385,"date":386,"excerpt":387,"wordCount":388,"uri":389,"slug":390,"cloudinaryAssetId":391,"featuredImageOriginalUrl":392,"featuredImageMetadata":393,"author":394,"categories":396,"relatedPosts":398},"Quantum Computing Inc. 股价较峰值下跌37%。技术是真实的，但营收尚未兑现。","2026-09-06 14:48:00","QUBT拥有政府合同、三星制造合作伙伴关系，以及约9.3亿美元的净现金。商业收入仍需数月才能实现。",1007,"\u002Fblog\u002Fquantum-computing-inc-is-down-37-from-its-peak-the-technology-is-real-the-revenue-isnt-yet","quantum-computing-inc-is-down-37-from-its-peak-the-technology-is-real-the-revenue-isnt-yet","images\u002FQuantum-Computing-Featured_1289911c0ee\u002FQuantum-Computing-Featured_1289911c0ee","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788698853\u002Fimages\u002FQuantum-Computing-Featured_1289911c0ee\u002FQuantum-Computing-Featured_1289911c0ee.png?_i=AA",{"altText":385},{"name":378,"slug":379,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":395},[],[397],{"name":363,"slug":364,"uri":365,"description":170,"postsCount":182},[],{"id":182,"title":400,"date":401,"excerpt":402,"wordCount":403,"uri":404,"slug":405,"cloudinaryAssetId":406,"featuredImageOriginalUrl":407,"featuredImageMetadata":408,"author":409,"categories":411,"relatedPosts":413},"福特上调业绩展望的同时报告亏损。以下是两者皆成立的原因。","2026-09-06 13:33:00","剔除一次性费用后，福特的核心业务正产生多年来最强劲的现金流。",1094,"\u002Fblog\u002Fford-is-raising-guidance-while-reporting-a-loss-heres-why-both-things-are-true","ford-is-raising-guidance-while-reporting-a-loss-heres-why-both-things-are-true","images\u002FFord-Featred\u002FFord-Featred","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788697950\u002Fimages\u002FFord-Featred\u002FFord-Featred.png?_i=AA",{"altText":400},{"name":378,"slug":379,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":410},[],[412],{"name":363,"slug":364,"uri":365,"description":170,"postsCount":182},[],{"id":182,"title":415,"date":416,"excerpt":417,"wordCount":418,"uri":419,"slug":420,"cloudinaryAssetId":421,"featuredImageOriginalUrl":422,"featuredImageMetadata":423,"author":424,"categories":426,"relatedPosts":428},"**SPX Technologies 股价过去三个月下跌 17% 的背后原因**","2026-09-06 10:11:36","SPX Technologies股价在过去三个月内下跌了17%，尽管在第二季度业绩超出预期并上调指引后，华尔街将其平均目标价上调至272美元。",1040,"\u002Fblog\u002Fheres-what-drove-spx-technologies-stocks-17-slide-over-the-past-three-months","heres-what-drove-spx-technologies-stocks-17-slide-over-the-past-three-months","images\u002FFEATURED-IMAGE-MAKER-1536\u002FFEATURED-IMAGE-MAKER-1536","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788689196\u002Fimages\u002FFEATURED-IMAGE-MAKER-1536\u002FFEATURED-IMAGE-MAKER-1536.png?_i=AA",{"altText":415},{"name":297,"slug":298,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":425},[],[427],{"name":363,"slug":364,"uri":365,"description":170,"postsCount":182},[],{"id":182,"title":430,"date":431,"excerpt":432,"wordCount":433,"uri":434,"slug":435,"cloudinaryAssetId":436,"featuredImageOriginalUrl":437,"featuredImageMetadata":438,"author":439,"categories":441,"relatedPosts":446},"安霸股价大涨，创纪录的边缘AI需求推动第二财季营收超预期","2026-09-04 13:48:46","安霸股价上涨，此前该公司第二财季营收因创纪录的边缘AI需求而超出业绩指引，同时上调了五年市场预测。",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":430},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":440},[],[442],{"name":443,"slug":444,"uri":445,"description":170,"postsCount":182},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":182,"title":448,"date":449,"excerpt":450,"wordCount":451,"uri":452,"slug":453,"cloudinaryAssetId":454,"featuredImageOriginalUrl":455,"featuredImageMetadata":456,"author":457,"categories":459,"relatedPosts":461},"Lululemon第二季度息税前利润超预期。但业绩指引下调抹去了这一利好消息。","2026-09-04 09:30:00","Lululemon的GAAP每股收益达到2.92美元，这得益于一笔1.345亿美元的一次性关税退款，但调整后每股收益下降34%至2.06美元，同时公司大幅下调了业绩指引。",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":448},{"name":297,"slug":298,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":458},[],[460],{"name":443,"slug":444,"uri":445,"description":170,"postsCount":182},[],{"id":182,"title":463,"date":464,"excerpt":465,"wordCount":466,"uri":467,"slug":468,"cloudinaryAssetId":469,"featuredImageOriginalUrl":470,"featuredImageMetadata":471,"author":472,"categories":474,"relatedPosts":476},"Samsara 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09:00:00","Samsara在单个季度内新增了242个价值10万美元以上的客户。年度经常性收入（ARR）刚刚突破21亿美元。",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":463},{"name":297,"slug":298,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":473},[],[475],{"name":443,"slug":444,"uri":445,"description":170,"postsCount":182},[],{"id":182,"title":478,"date":479,"excerpt":480,"wordCount":481,"uri":482,"slug":483,"cloudinaryAssetId":484,"featuredImageOriginalUrl":485,"featuredImageMetadata":486,"author":487,"categories":489,"relatedPosts":491},"Zscaler第四季度业绩全线超预期。但2027财年指引未能延续这一势头。","2026-09-04 08:30:00","Zscaler第四季度营收达到8.98亿美元，同比增长25%，全面超出华尔街的各项预期指标。",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":478},{"name":297,"slug":298,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":488},[],[490],{"name":443,"slug":444,"uri":445,"description":170,"postsCount":182},[],{"id":182,"title":493,"date":494,"excerpt":495,"wordCount":496,"uri":497,"slug":498,"cloudinaryAssetId":499,"featuredImageOriginalUrl":500,"featuredImageMetadata":501,"author":502,"categories":504,"relatedPosts":506},"DocuSign Q2财报全线超预期。IAM平台功不可没。","2026-09-04 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