异动解读 | 财报创纪录且AI需求强劲,阿美特克盘后大涨5.91%

异动解读
May 01

工业技术解决方案提供商阿美特克(AME)今日盘后股价大幅上涨5.91%,表现引人注目。

消息面上,公司发布了2026年第一季度财报,业绩创下历史新高。财报显示,公司一季度销售额达19.3亿美元,同比增长11%;经调整每股收益为1.97美元,同比增长13%。此外,订单量同比激增23%,创下新高,并推动订单积压量刷新纪录。基于一季度的强劲表现,公司上调了2026年全年的财务指引,预计经调整每股收益将达7.94至8.14美元,并预计全年销售额将实现高个位数增长。

此次业绩超预期且上调指引,主要得益于人工智能数据中心需求的强劲推动。公司为数据中心建设提供备用电源、微电网及电力系统仿真服务,直接受益于超大规模云服务商对人工智能数据中心的持续投资。这一系列积极的财务数据和乐观的行业前景展望,显著增强了投资者对公司未来增长潜力的信心,从而推动了股价在盘后交易时段的强劲上扬。

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