-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：MPWR第一季營收為8.042億美元（年成長26%，季增7.1%），高於市場普遍預期的23%（年成長），非GAAP每股收益為5.10美元（年成長26.2%），也高於先前4.90美元的預期。第二季營收指引為8.9億至9.1億美元（中位數為9億美元，季增11.9%），遠超過市場普遍預期的8.19億美元。我們認為強勁的業績驗證了MPWR的復甦勢頭，尤其是在企業數據業務方面，該業務加速成長，成為公司營收佔比最高的業務板塊，達到33%。管理層預計毛利率將保持穩定，並指出在供應商多元化措施之後，超大規模客戶的採購業務正在逐步恢復正常。企業數據業務部門營收達2.628億美元（年增97.7%），主要得益於人工智慧基礎設施投資以及在各地區贏得的多個新項目。通訊業務板塊也呈現強勁成長，營收達1.115億美元（年成長55.5%），主要由光模組需求驅動。我們認為，55.5%的毛利率展現了MPWR在轉型為綜合解決方案供應商過程中的營運效率，體現了其穩健的利潤率。
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