Fabrinet股價近期回調為人工智能相關增長提供入場點

英為財情

2025/08/25

Investing.com - 摩根大通將Fabrinet評級從"中性"上調至"增持"，表示該公司股價在財報發布後的近期回調為投資者提供了入場點，以把握與人工智能和數據通信需求相關的長期增長機會。該券商表示，客戶產能提升步伐放緩和供應短缺的近期失望情緒對股價造成壓力，但這些問題不太可能影響Fabrinet與主要客戶的關係。該公司是Nvidia 1.6太比特收發器的關鍵供應商，摩根大通預計到...

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