-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將SANM的12個月目標價上調87美元至250美元，相當於2027財年每股收益預期的19.3倍。我們將2026財年每股收益預期調高1.16美元至11.23美元，並將2027財年每股收益預期調高1.28美元至12.95美元。 SANM的營收成長強勁，尤其是在通訊網路和雲端AI基礎設施領域，該領域實現了顯著的同比增長。這一成長歸功於加速運算、通用運算和儲存等領域的強勁需求，以及Core Sanmina和ZT Systems業務的貢獻。工業和能源等其他終端市場也呈現出積極的成長勢頭，預計下半年這些市場的業務成長將加速，尤其是在發電、配電和半導體設備領域。公司強調要為未來的成長做好充分準備，這得益於多元化的客戶群、新專案的拓展以及為滿足 2027 年和 2028 年的預期需求而建立的全球製造佈局。
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