新聚思（SNX）今日盘前股价大涨5.22%，引发了市场的广泛关注。
消息面上，公司于盘前发布了最新财报，市场预期本季度营收将同比增长17.40%，调整后每股收益预期为3.92美元。此外，公司上一季度业绩表现强劲，营收171.61亿美元，同比增长18.10%，调整后每股收益达4.73美元，远超市场预期的3.31美元，这极大地增强了投资者的信心。
与此同时，摩根士丹利于近期将新聚思的目标价从271美元大幅上调26%至341美元，并维持“增持”评级。该行指出，AI本地部署正推动企业服务器需求超预期增长，同时将服务器市场总规模（TAM）上调至8090亿美元。此外，摩根士丹利认为，公司旗下的Hyve合约制造资产贡献了公司27%的营业利润，但目前较同业存在约25%的估值折价，其价值仍被市场低估，这些积极因素共同推动了股价在盘前的大幅上涨。
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