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SANM市场: 美股
Sanmina Corporation · TradingView
- 最新收盘
- $217.49
- +77.2% 自 2025-10-10
- 观点
- 3
- 观点倾向
- 看多 3看空 0
行情与观点
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美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有
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观点概览
2026-10-04 – 2026-10-10
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该周期暂无看空观点。
If Helios ramps the way Lisa Su says it will, somebody has to bolt those racks together, so I would expect San Mina to continue to have a nice whirlwind behind its back.
$SANM and $TTMI were winners for the optical transceiver PCB bottleneck, but I could be wrong, but I felt laser chokepoints ( $LITE, $SIVE, $MTSI, $COHR, Sumitomo) in optical supply chains to be much more compelling for structural re-rating.
隨著 ZT 業務的並表, 2026 年第一季度的營收預增將高達 52%。管理層甚至提出年營收衝擊 160 億美元的目標, 正式切入 AI 基礎設施的爆發通道。
