Fabrinet（FN）今日盘中大涨9.84%，引起了市场的广泛关注。
消息面上，Fabrinet在2026财年第二季度财报中表现强劲，每股收益达到3.36美元，超过市场预期的3.26美元；营收为11.3亿美元，高于预估的10.8亿美元，同比增长35.9%。公司对第三季度的业绩指引也显示强劲势头，预计每股收益在3.45美元至3.60美元之间。
推动增长的关键因素包括与亚马逊云服务（AWS）在高性能计算领域的新合作、数据中心互连的持续需求，以及与三家客户共同开展的共封装光学项目。此外，分析师情绪乐观，一致评级为“买入”，多位分析师建议“强力买入”，加上政界人士买入股票和新工厂建设计划，进一步增强了投资者信心。
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