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加拿大皇家银行表示，英迈国际有望凭借个人电脑业务的强劲表现和Xvantage业务的利好，实现第一季度业绩超预期。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）表示，由于个人电脑市场需求提前释放，英迈（Ingram Micro，股票代码：INGM）第一财季业绩有望超出预期。此外，其Xvantage平台和人工智能相关机遇预计将带来长期利润率的提升。 该券商在周一发布的研究报告中预计，英迈第一财季营收将增长4.6%至128.4亿美元，毛利润为8.73亿美元，调整后每股收益为0.76美元，高于市场普遍预期的0.72美元。 报告指出，大型企业客户的需求以及亚太地区的强劲增长将支撑其业绩，并强调GPU和人工智能基础设施交易的长期机遇。 英迈有望通过Xvantage第三阶段推动利润率提升。该阶段利用数据驱动内生增长，无需增加运营支出，预计将提升营收质量。 加拿大皇家银行(RBC)预测英格拉姆(Ingram) 2026财年营收为540.4亿美元，调整后每股收益为3.32美元，高于市场普遍预期的537.1亿美元和3.24美元。 该行重申了对英格拉姆股票的“跑赢大盘”评级，并将目标股价从每股24美元上调至33美元。 周二，英格拉姆股价上涨超过3%。

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

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