周一（8月4日）盘中，通信网络基础设施供应商CommScope Holding Company Inc.（纳斯达克股票代码：COMM）股价飙升84.98%，创下近期新高，引发投资者广泛关注。这一显著涨幅主要源于公司宣布以105亿美元的价格将其宽带连接和电缆解决方案业务出售给安费诺（Amphenol）。
根据公告，这笔全现金交易涉及CommScope最大的收入和利润来源之一。该业务部门主要为数据中心、有线电视和住宅宽带网络提供光纤和铜缆连接解决方案，预计2025年将产生约36亿美元的销售额。这一战略性出售不仅有助于CommScope优化业务结构，还将为公司提供大量现金以减少其94亿美元的债务负担。
市场对这一交易反应积极，反映了投资者对CommScope业务价值的认可以及对公司未来发展前景的乐观预期。同时，这笔交易也凸显了在人工智能和高速数据传输需求推动下，通信基础设施领域日益增长的战略重要性。对安费诺而言，此次收购将显著增强其在5G、光纤网络等高增长领域的竞争力，有望在交易完成后的第一个完整年度提升其每股收益。
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