Fabrinet股价近期回调为人工智能相关增长提供入场点

英为财情
Aug 25, 2025

Investing.com - 摩根大通将Fabrinet评级从"中性"上调至"增持",表示该公司股价在财报发布后的近期回调为投资者提供了入场点,以把握与人工智能和数据通信需求相关的长期增长机会。该券商表示,客户产能提升步伐放缓和供应短缺的近期失望情绪对股价造成压力,但这些问题不太可能影响Fabrinet与主要客户的关系。 该公司是Nvidia 1.6太比特收发器的关键供应商,摩根大通预计到...

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