第三季度营收 60.6 亿美元超出预期，同比增长 28%，环比增长 11%；数据中心营收同比增长约 95%，工业营收同比增长超过 40%，第四季度指引高于市场共识，且由于增长并不局限于 AI 数据中心，市场正在奖励这种广度。
逐段跳播
暂无中文转述，仅英文原句可核对。
Texas Instruments,
接下来我要仔细看看的公司是 Texas Instruments。Texas Instruments 也公布了财报。其股价上涨了约1.3%。市场有些热情，不是吗？公司公布第三季度营收为60.6亿美元，同比增长28%，环比增长11%。
这些营收超出了分析师的预期。我认为 Texas Instruments 最重要的信息是，管理层表示，数据中心营收同比增长约95%、环比增长20%，工业市场年增长超过40%，而汽车板块增长了15%到15%之间。
总体而言，公司对第四季度的平均预测也高于分析师对下一季度的预测。所以，我认为这说明了其中一点：首先，公司以远好于其他一些公司的数字超出了预期。其次，它不仅仅局限于数据中心；工业市场和汽车市场等其他领域也存在许多增长机会。
所以这不仅仅是 AI 数据中心的事，我认为市场正在因此给予公司回报。
Now, the next company I'm going to take a closer look at is Texas Instruments. Texas Instruments also announced its earnings. Its stock rose by approximately 1.3% . There was some enthusiasm, wasn't there?
The company announced revenues of $6.06 billion in the third quarter , an increase of 28% year-over-year and 11% quarter-over- quarter. These revenues exceeded analysts' expectations.
I think the most important takeaway from Texas Instruments is that management stated that while data center revenues grew by approximately 95% year-over-year and 20% quarter-over-quarter , the industrial market grew by more than 40% annually, while the automotive sector grew by between 15% and 15%.
Overall, the company's average forecast for the fourth quarter is also higher than analysts' forecasts for the next quarter. So, I see this as one of the things that shows, firstly, that the company has exceeded expectations with numbers that are much better than some other companies.
Secondly, it is not limited to data centers only; many growth opportunities also exist in other sectors such as the industrial market and the automotive market. So it's not just about AI data centers , and I think the market is rewarding the company for that.