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加拿大皇家銀行表示，英邁國際預計將憑藉個人電腦業務的強勁表現和Xvantage業務的利好，實現第一季業績超預期。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）表示，由於個人電腦市場需求提前釋放，英邁（Ingram Micro，股票代號：INGM）第一財季業績有望超越預期。此外，其Xvantage平台和人工智慧相關機會預計將帶來長期利潤率提升。 該券商在周一發布的研究報告中預計，英邁第一財季營收將成長4.6%至128.4億美元，毛利為8.73億美元，調整後每股收益為0.76美元，高於市場普遍預期的0.72美元。 報告指出，大型企業客戶的需求以及亞太地區的強勁成長將支撐其業績，並強調GPU和人工智慧基礎設施交易的長期機會。 英邁可望透過Xvantage第三階段推動利潤率提升。此階段利用數據驅動內生成長，無需增加營運支出，預計將提升營收品質。 加拿大皇家銀行(RBC)預測英格拉姆(Ingram) 2026財年營收為540.4億美元，調整後每股收益為3.32美元，高於市場普遍預期的537.1億美元及3.24美元。 該行重申了對英格拉姆股票的「跑贏大盤」評級，並將目標股價從每股24美元上調至33美元。 週二，英格拉姆股價上漲超過3%。

Price: $31.27, Change: $+0.96, Percent Change: +3.17%

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