点击招商研究小程序查看PDF报告原文事件：安费诺（APH）发布2025年第二季度财报，25Q2营收56.5亿美元，同比+57%/环比+17%；经调整营业利润率25.6%，同比+4.3pct/环比+2.1pct；经调整EPS为0.81美元。综合财报及交流会议信息，总结要点如下：评论：1、Q2业绩超指引上限，营收、利润率、订单量均创历史新高25Q2营收56.5亿美元，创历史新高，超此前指引上限50...
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