异动解读 | 捷普超预期业绩利好 宣布重组计划推高股价

异动解读
26 Sep 2024

电子元件制造商捷普科技周四公布的第四季度业绩表现优异,尽管收入同比下降近18%,但仍高于市场预期,使其股价在盘前交易中大涨10%。

对于本季度的亮眼业绩,分析人士表示主要得益于捷普主要客户群体如苹果等在云计算、汽车等领域保持较强需求。与此同时,捷普宣布推出一项包括裁员在内的重组计划,预计2025财年将支付约1.5亿至2亿美元的税前成本,但从长远来看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。

虽然捷普在某些终端市场面临短期需求挑战,但市场对其中长期发展前景充满信心。这次重组计划中涉及人员调整的负面影响被业绩利好和未来战略调整所抵消,最终推升了捷普股价的表现。

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