Parkev Tatevosian, CFA发布 2026-09-01
《Should Passive Income Investors Buy 3M Stock Right Now? | MMM Stock Analysis》
$MMM未站边
3M的买入机会已过，因估值偏高（现价180美元对比公允价值147美元）；适合长期持有，但新买入的优先级较低。
3M 与微软建立了战略数据中心合作伙伴关系，将其专利的扩束光学技术部署在数据中心。该技术可将电路安装时间缩短 85%，当然，任何与数据中心相关的事物都在蓬勃发展。
3M entered a strategic data center partnership with Microsoft to deploy its patented expanded beam optical technology in data centers. The technology reduces circuit installation time by 85% and of course anything related to data centers is booming.
话虽如此，投资者不应对此过于兴奋，因为这仍然是 3M 业务中相对较小的一部分。即使基于 3M 在 2026 年上半年的强劲表现，管理团队也预测有机收入增长率将超过 3.5%。
That being said, it's important for investors not to get too excited about this because it's still a relatively small part of 3M's business. Even based on the strong first half performance for 3M in 2026, the management team is forecasting revenue growth organic revenue growth of greater than 3 and 1/2%