The Motley Fool发布 2026-08-30
《3 Stocks That Won After Nvidia Earnings!》
$APH看涨
APH作为关键基础设施供应商具有看涨论点；其连接器需求在所有AI硬件平台上持续存在，支撑定价权和增长。
好吧，我要谈谈今天视频中的最后一只股票。这是一家不是家喻户晓的公司，叫做安费诺，股票代码是AP。所以这是一家非常专注于技术基础设施物理层的企业，字面意义上。安费诺设计和制造微型引脚、精密插头、高速铜缆。
这些非常不起眼但必不可少的硬件连接器，他们卖给企业服务器制造商以及全球汽车制造商。
>> Well, I'm going to talk about uh the last stock in today's video. This is a company, not a household name, a company called Amphenol, and that the ticker for that is AP. So this is a business that's very much focused on the physical layer of tech infrastructure quite literally. So Amphenol designs and manufactures uh microscopic pins, precision plugs, uh high-speed copper cables. So this very unglamorous but essential hardware connectors that they sell to the enterprise server builders as well as auto manufacturers globally.