美股詳情

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安諾電子

64.49

+1.442.28%

成交量：298.19萬

成交額：1.90億

市值：781.03億

市盈率：33.59

高：64.63

開：63.59

低：62.74

收：63.05

資料載入中...

總覽公司新聞公告

安費諾盤中異動臨近收盤股價大跌5.03%報63.25美元

新亞電子：主要通過安費諾給戴爾、惠普、甲骨文、中科曙光等知名服務器製造商提供優質高頻高速數據線材

每日经济新闻

BUZZ-CommScope 第四季度業績大增

新亞電子：公司生產的高頻高速數據線材直接供貨客戶安費諾

沃爾核材：公司高速通信線的主要客戶包括安費諾、豪利士、莫仕、泰科等國際客戶

新亞電子：公司通過安費諾給甲骨文提供高頻高速數據線材

鼎通科技：公司目前生產的通訊連接器產品主要供給安費諾、莫仕和泰科等世界知名連接器企業

錦富技術：邁致科技收到安費諾訂單需求數量為3臺

安費諾盤中異動股價大跌6.06%

安費諾：AI 互聯需求下的增長奇蹟

Ofweek维科网

電子行業：安費諾24Q4跟蹤報告：營收及利潤率創紀錄預計25Q1AI需求驅動IT數通環比持續增長

招商证券股份有...

【半導體概念股漲跌各異，Arm跌超7.4%，美光跌超4%，英偉達大致收平】週四，Arm控股收盤迴調7.43%，美光科技跌4.02%，阿斯麥ADR、應用材料、萬機儀器MKSI、拉姆研究、萊迪斯半導體、泰瑞達TER至少跌2.2%，ASM國際ADR、格芯、超微電腦、英特爾、Wolfspeed至少跌超1.1%。英偉達、英偉達兩倍做多ETF則收漲約0.1%，科技行業ETF漲幅不到0.2%，安森美半導體漲超0.4%，臺積電ADR漲超0.6%，安費諾APH漲0.9%，意法半導體ADR漲超1.3%，德州儀器漲超1.8%，高通漲超2.4%，Qorvo漲4%，Silvaco漲15.41%。

Truist Securities：維持Amphenol(APH.US)評級，由買入調整至買入評級, 目標價由90.00美元調整至102.00美元。

安費諾2024財年實現淨利潤24.24億美元，同比增加25.73%

AI互聯需求旺盛！連接器龍頭安費諾業績超預期訂單收入比創新高

安費諾業績亮點

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公司是否为华为升腾910系列服务器（如升腾910c）提供高速数据线缆或连接组件？2.相关产品是否通过华为认证或已进入其AI服务器供应链？3.未来是否计划深化与华为在AI算力基础设施领域的合作？感谢答复！公司回答表示，感谢您的关注！公司高速通信线的主要客户包括安费诺、豪利士、莫仕、泰科等国际客户；以及立讯、英飞联等国内多家连接器企业。公司的高速通信线供应给下游客户群体后配套给国际、国内各大服务器厂商终端使用。谢谢！","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250210151913abc92b07&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:54","pubTimestamp":1738828440,"startTime":"0","endTime":"0","summary":"有投资者向新亚电子提问， 美国总统特朗普21日在白宫宣布，日本软银集团、美国开放人工智能研究中心（OpenAI）和美国甲骨文公司（Oracle）三家企业将投资5000亿美元，用于在美国建设支持AI发展的基础设施。请问公司与openAI、甲骨文等在数据领域有无合作？公司回答表示，尊敬的投资者您好！公司通过安费诺给戴尔、惠普、浪潮、谷歌、亚马逊、微软、甲骨文、中科曙光、新华三等知名服务器制造商提供优质高频高速数据线材。谢谢！","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250206160650abc46643&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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你好公司的产品在多个应用场景中都有运用，请问公司连接器之类在机器人领域有销售吗？谢谢公司回答表示，尊敬的投资者，您好，公司目前生产的通讯连接器产品主要供给安费诺、莫仕和泰科等世界知名连接器企业，作为二级供应商，产品应用涵盖多个应用场景，谢谢。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250205154534abc30bdb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Securities：維持Amphenol(APH.US)評級，由買入調整至買入評級, 目標價由90.00美元調整至102.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2505128049","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505128049?lang=zh_tw&edition=fundamental","pubTime":"2025-01-24 01:12","pubTimestamp":1737652360,"startTime":"0","endTime":"0","summary":"Truist Securities：维持Amphenol(APH.US)评级，由买入调整至买入评级, 目标价由90.00美元调整至102.00美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/24011247770031.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["APH"],"gpt_icon":0},{"id":"2505032158","title":"安費諾2024財年實現淨利潤24.24億美元，同比增加25.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2505032158","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505032158?lang=zh_tw&edition=fundamental","pubTime":"2025-01-23 12:00","pubTimestamp":1737604814,"startTime":"0","endTime":"0","summary":"1月23日，安费诺公布财报，公告显示公司2024财年净利润为24.24亿美元，同比增加25.73%；其中营业收入为152.23亿美元，同比增加21.25%，每股基本收益为2.01美元。从资产负债表来看，安费诺总负债115.84亿美元，其中短期债务4.02亿美元，资产负债比为1.86，流动比率为2.38。机构评级：截至2025年1月23日，当前有15家机构对安费诺目标价做出预测，其中目标均价为80.67美元，其中最低目标价为63.00美元，最高目标价为90.00美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123120016a22c68a2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123120016a22c68a2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["APH"],"gpt_icon":0},{"id":"2505365870","title":"AI互聯需求旺盛！連接器龍頭安費諾業績超預期 訂單收入比創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2505365870","media":"东方财富","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505365870?lang=zh_tw&edition=fundamental","pubTime":"2025-01-23 10:55","pubTimestamp":1737600924,"startTime":"0","endTime":"0","summary":"安费诺的最新财报大超预期。据安费诺，其收购项目2024年创造了价值，完成了对Carlisle Interconnect Technologies、LutzeUS和Lutze Europe的收购，年化增超10亿美元收入。7月签订收购CommScope，预计25Q1完成。另外，安费诺对AI相关市场的长期增长持乐观态度，2025年Q1业绩指引超预期。安费诺预计销售额将在40亿至41亿美元之间，同比增长23%至26%。国信证券表示，随着AI产业的发展浪潮，高速背板连接器的需求量大幅提升。国内2022年高速背板连接器市场规模6.13亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123105544960d8c3b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:19","pubTimestamp":1737591585,"startTime":"0","endTime":"0","summary":"公差的因素导致组装不稳定，APH 必须持续拉库存此外另一边TE业绩也值得注意，公司提到今年AI收入也会超过6亿美金，整体订单也超预期到了40亿。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123124859abb5643b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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