-- 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：AEIS公佈了第一季業績，營收達5.11億美元（年增26%），超出市場預期的5.08億美元；非GAAP每股收益為2.09美元（年增70%），高於市場預期的1.98美元。該公司實現了一個重要的里程碑，非GAAP毛利率首次突破40%，這主要得益於生產整合以及產品組合向高利潤率領域的有利調整。這顯示AEIS在實現獲利規模化的同時，正朝著其43%的長期毛利率目標穩步邁進。管理層對第二季業績給出了強勁的預期，預計營收為5.4億美元，每股收益為2.18美元，均高於市場預期。資料中心運算業務維持了強勁的成長勢頭，營收達1.94億美元（年成長102%），佔總營收的38%，反映出客戶對人工智慧基礎設施電源解決方案的持續需求。隨著庫存正常化進程的持續，半導體設備銷售額將較上季回升至 2.19 億美元（季增 4%），預計下半年在先進邏輯和記憶體投資的支持下，需求將進一步走強。
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