电子元件制造商捷普科技(JBL)周四盘中股价大涨12.83%,引起了市场广泛关注。这主要得益于两方面利好因素。
一方面,捷普公布的第四季度业绩表现优异。虽然收入同比下降近18%,但69.6亿美元的收入和2.30美元的调整后每股收益均超出市场预期。分析人士表示,这主要得益于捷普主要客户群体如苹果等在云计算、汽车等领域保持强劲需求。
另一方面,捷普宣布将推出一项包括裁员在内的重组计划。虽然2025财年将因此支付约1.5亿至2亿美元的税前成本,但从中长期来看,这将有助于公司更好地把握电动车、数据中心等行业的发展趋势。市场普遍认为,重组虽然短期会带来一定成本,但有利于提升公司长远竞争力。
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