光学元件制造商Fabrinet（股票代码：FN）周二盘中大涨8.35%，延续了此前的强劲涨势。这轮涨势主要受公司发布的超预期第一季度财报推动。
Fabrinet公布的2026财年第一季度业绩亮眼。公司收入达9.78亿美元，同比增长22%，创下历史新高；调整后每股收益为2.92美元，均超过分析师预期。其中，数据中心互联（DCI）和电信业务表现尤为突出，DCI收入同比增长92%，电信收入增长59%。
展望未来，Fabrinet管理层对公司前景保持乐观。CEO Seamus Grady强调，DCI、数据通信（Datacom）和高性能计算（HPC）将成为未来增长的主要驱动力。公司预计2026财年第二季度收入将达到10.5亿至11亿美元，同比增长29%。此外，公司正在加速建筑10的扩建计划，部分设施预计将在2026年中期完成，为未来增长提供支持。尽管面临组件供应紧张等挑战，但管理层预计这些问题将在未来一到两个季度内逐步缓解。
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