<p>动态科技实验室私人有限公司在第三季度收购了 Sanmina Corporation（纳斯达克代码：SANM - 免费报告）的新股份，根据该公司在最近向 SEC 提交的 13F 表格。该基金收购了 16,429 股电子制造商的股票，价值约为 1,891,000 美元。</p>
<ul>
<li>这只中型科技股刚刚上涨了 30%……仍然便宜</li>
</ul>
<p>其他几家对冲基金和机构投资者最近也修改了对该股票的持有情况。挪威银行在第二季度购买了价值 6367,100 美元的 Sanmina 新头寸。Vaughan Nelson Investment Management L.P.在第三季度购买了价值约 6194,600 美元的 Sanmina 新股份。Invesco Ltd.在第二季度将其在 Sanmina 的持仓增加了 42.4%。Invesco Ltd.目前拥有 1,251,678 股电子制造商的股票，价值为 122,452,000 美元，此前在上个季度又购买了 372,829 股。Hennessy Advisors Inc.在第三季度购买了价值约 4093,300 美元的 Sanmina 新头寸。最后，Frontier Capital Management Co. LLC 在第二季度将其在 Sanmina 的持仓提高了 20.9%。Frontier Capital Management Co. LLC 目前拥有 1,231,884 股电子制造商的股票，价值为 120,515,000 美元，此前在上个季度又购买了 213,025 股。92.71% 的股票目前由对冲基金和其他机构投资者持有。</p>
<h2>Sanmina 股价下跌 5.6%</h2>
<p>Sanmina 股票在周五开盘价为 123.00 美元。该股票的市值为 67.2 亿美元，市盈率为 29.36，PEG 比率为 0.56，贝塔值为 1.01。该公司的债务与股本比率为 0.75，流动比率为 1.70，速动比率为 1.04。Sanmina Corporation 的 1 年最低价为 63.67 美元，1 年最高价为 185.29 美元。该公司的 50 日移动平均价格为 154.33 美元，200 日移动平均价格为 143.52 美元。</p>
<ul>
<li>5 种便宜的方式来利用 AI 超级周期获利</li>
</ul>
<p>Sanmina（纳斯达克代码：SANM - 获取免费报告）最近在 1 月 26 日（星期一）发布了其财报。该电子制造商报告季度每股收益为 2.38 美元，超出分析师一致预期的 2.15 美元，超出 0.23 美元。该公司在本季度的收入为 31.9 亿美元，而分析师预期为 30.9 亿美元。Sanmina 的净利润率为 2.47%，股本回报率为 13.06%。Sanmina 本季度的收入同比增长 59.0%。在去年同期，该公司每股收益为 1.16 美元。Sanmina 已将其 2026 年第二季度的指导目标设定为 2.250-2.550 每股收益。平均而言，股票分析师预测 Sanmina Corporation 在当前财政年度将发布 5.15 美元的每股收益。</p>
<h2>Sanmina 内部活动</h2>
<p>在其他 Sanmina 新闻中，董事 David V. Hedley III 在 2 月 24 日（星期二）出售了 1,024 股该股票。股票以平均价格 162.31 美元出售，总交易额为 166,205.44 美元。交易完成后，该董事持有 6,340 股公司股票，价值为 1,029,045.40 美元。这代表其持仓减少了 13.91%。该交易已在向证券交易委员会提交的文件中披露，文件可在 SEC 网站上查阅。此外，首席财务官 Jonathan P. Faust 在 2 月 24 日（星期二）出售了 10,075 股公司的股票。股票以平均价格 159.30 美元出售，总价值为 1,604,947.50 美元。交易完成后，首席财务官持有 87,076 股公司的股票，价值约为 13,871,206.80 美元。该交易使其持仓减少了 10.37%。该销售的披露信息可在 SEC 文件中找到。内部人士在上个季度出售了价值 2,393,988 美元的 15,291 股公司股票。3.10% 的股票由公司内部人士持有。</p>
<h2>分析师评级变动</h2>
<ul>
<li>3 只便宜的中型科技股，具有良好的增长前景</li>
</ul>
<p>多家券商最近对 SANM 发布了报告。Zacks Research 在 2 月 3 日（星期二）的研究报告中将 Sanmina 的评级从 “持有” 上调至 “强烈买入”。Wall Street Zen 在 11 月 16 日（星期日）的报告中将 Sanmina 的评级从 “强烈买入” 下调至 “买入”。最后，Argus 在 1 月 28 日（星期三）的研究报告中将 Sanmina 的目标价上调至 200.00 美元，并给予该股票 “买入” 评级。一位分析师对该股票给予了 “强烈买入” 评级，两位分析师给予 “买入” 评级，一位分析师对该公司的股票给予 “持有” 评级。根据 MarketBeat 的数据，该公司的平均评级为 “买入”，共识目标价为 160.00 美元。</p>
<p><strong>查看我们关于 SANM 的最新报告</strong></p>
<h2>Sanmina 简介</h2>
<p>（免费报告）</p>
<p>Sanmina Corporation 是一家领先的全球电子制造服务（EMS）提供商，专注于复杂电子产品的设计、生产和端到端供应链解决方案。公司成立于 1980 年，已在通信、计算、航空航天与国防、医疗、汽车和工业等多个行业建立了高可靠性制造的声誉。</p>
<p>Sanmina 的核心产品包括产品设计和工程支持、精密 PCB 制造与组装、系统集成、测试和最终系统部署。</p>
<h2>进一步阅读</h2>
<ul>
<li>五只我们更看好的股票比 Sanmina 更好</li>
<li>巴菲特、盖茨和贝索斯悄悄抛售股票——原因在这里</li>
<li>特朗普计划使用公共法 63-43：现在准备好</li>
<li>摩根大通 8000 美元的黄金看涨期权将使大多数退休账户落后</li>
<li>白银是新的石油——而世界正在枯竭</li>
<li>Nvidia 首席执行官发出大胆的特斯拉呼吁</li>
</ul>
<p><strong>想看看其他对冲基金持有的 SANM 吗？</strong> 访问 HoldingsChannel.com 获取 Sanmina Corporation（纳斯达克代码：SANM - 免费报告）的最新 13F 文件和内部交易。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9U0FOTQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9U0FOTQ"/></p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。有关此故事的任何问题或评论，请发送至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 1000 美元在 Sanmina 吗？</h2>
<p>在考虑 Sanmina 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前……而 Sanmina 并不在名单上。</p>
<p>虽然 Sanmina 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

纳斯达克半导体 ETF - First Trust

费城交易所 半导体 ETF - iShares

SOXQ

标普半导体 ETF - SPDR

新美亚电子

动态半导体 ETF - Invesco

半导体 ETF - VanEck Vectors

<p>动态科技实验室私人有限公司已投资 189 万美元于新美亚电子，收购了 16,429 股。其他机构投资者也增加了在新美亚的持股，该公司股价上涨了 30%。新美亚的股票目前交易价格为 123.00 美元，市值为 67.2 亿美元。该公司报告每股收益为 2.38 美元，超出预期，并已为 2026 年第二季度设定每股收益指导区间为 2.250-2.550。近期发生了内部人士的股票出售，分析师对该股票的评级不一，其中一项评级上调至 “强力买入”</p>

<p>Dynamic Technology Lab Private Ltd acquired a new stake in shares of Sanmina Corporation (NASDAQ:SANM - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 16,429 shares of the electronics maker's stock, valued at approximately $1,891,000.</p>
<div class="lb-trans"><p>动态科技实验室私人有限公司在第三季度收购了 Sanmina Corporation（纳斯达克代码：SANM - 免费报告）的新股份，根据该公司在最近向 SEC 提交的 13F 表格。该基金收购了 16,429 股电子制造商的股票，价值约为 1,891,000 美元。</p>
</div><ul>
<li>This mid-cap tech stock just jumped 30%...and is still cheap</li>
</ul>
<div class="lb-trans"><ul>
<li>这只中型科技股刚刚上涨了 30%……仍然便宜</li>
</ul>
</div><p>Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Norges Bank purchased a new position in Sanmina during the second quarter valued at $63,671,000. Vaughan Nelson Investment Management L.P. purchased a new stake in Sanmina in the third quarter worth about $61,946,000. Invesco Ltd. increased its position in Sanmina by 42.4% in the second quarter. Invesco Ltd. now owns 1,251,678 shares of the electronics maker's stock worth $122,452,000 after buying an additional 372,829 shares in the last quarter. Hennessy Advisors Inc. bought a new position in shares of Sanmina in the third quarter worth about $40,933,000. Finally, Frontier Capital Management Co. LLC lifted its position in shares of Sanmina by 20.9% during the 2nd quarter. Frontier Capital Management Co. LLC now owns 1,231,884 shares of the electronics maker's stock valued at $120,515,000 after buying an additional 213,025 shares in the last quarter. 92.71% of the stock is currently owned by hedge funds and other institutional investors.</p>
<div class="lb-trans"><p>其他几家对冲基金和机构投资者最近也修改了对该股票的持有情况。挪威银行在第二季度购买了价值 6367,100 美元的 Sanmina 新头寸。Vaughan Nelson Investment Management L.P.在第三季度购买了价值约 6194,600 美元的 Sanmina 新股份。Invesco Ltd.在第二季度将其在 Sanmina 的持仓增加了 42.4%。Invesco Ltd.目前拥有 1,251,678 股电子制造商的股票，价值为 122,452,000 美元，此前在上个季度又购买了 372,829 股。Hennessy Advisors Inc.在第三季度购买了价值约 4093,300 美元的 Sanmina 新头寸。最后，Frontier Capital Management Co. LLC 在第二季度将其在 Sanmina 的持仓提高了 20.9%。Frontier Capital Management Co. LLC 目前拥有 1,231,884 股电子制造商的股票，价值为 120,515,000 美元，此前在上个季度又购买了 213,025 股。92.71% 的股票目前由对冲基金和其他机构投资者持有。</p>
</div><h2>Sanmina Trading Down 5.6%</h2>
<div class="lb-trans"><h2>Sanmina 股价下跌 5.6%</h2>
</div><p>Sanmina stock opened at $123.00 on Friday. The stock has a market cap of $6.72 billion, a P/E ratio of 29.36, a PEG ratio of 0.56 and a beta of 1.01. The company has a debt-to-equity ratio of 0.75, a current ratio of 1.70 and a quick ratio of 1.04. Sanmina Corporation has a 1 year low of $63.67 and a 1 year high of $185.29. The firm's 50 day moving average price is $154.33 and its 200-day moving average price is $143.52.</p>
<div class="lb-trans"><p>Sanmina 股票在周五开盘价为 123.00 美元。该股票的市值为 67.2 亿美元，市盈率为 29.36，PEG 比率为 0.56，贝塔值为 1.01。该公司的债务与股本比率为 0.75，流动比率为 1.70，速动比率为 1.04。Sanmina Corporation 的 1 年最低价为 63.67 美元，1 年最高价为 185.29 美元。该公司的 50 日移动平均价格为 154.33 美元，200 日移动平均价格为 143.52 美元。</p>
</div><ul>
<li>5 Cheap Ways to Ride The AI Supercycle to Profits</li>
</ul>
<div class="lb-trans"><ul>
<li>5 种便宜的方式来利用 AI 超级周期获利</li>
</ul>
</div><p>Sanmina (NASDAQ:SANM - Get Free Report) last issued its earnings results on Monday, January 26th. The electronics maker reported $2.38 earnings per share for the quarter, topping analysts' consensus estimates of $2.15 by $0.23. The firm had revenue of $3.19 billion during the quarter, compared to analyst estimates of $3.09 billion. Sanmina had a net margin of 2.47% and a return on equity of 13.06%. Sanmina's revenue for the quarter was up 59.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.16 earnings per share. Sanmina has set its Q2 2026 guidance at 2.250-2.550 EPS. On average, equities analysts predict that Sanmina Corporation will post 5.15 earnings per share for the current fiscal year.</p>
<div class="lb-trans"><p>Sanmina（纳斯达克代码：SANM - 获取免费报告）最近在 1 月 26 日（星期一）发布了其财报。该电子制造商报告季度每股收益为 2.38 美元，超出分析师一致预期的 2.15 美元，超出 0.23 美元。该公司在本季度的收入为 31.9 亿美元，而分析师预期为 30.9 亿美元。Sanmina 的净利润率为 2.47%，股本回报率为 13.06%。Sanmina 本季度的收入同比增长 59.0%。在去年同期，该公司每股收益为 1.16 美元。Sanmina 已将其 2026 年第二季度的指导目标设定为 2.250-2.550 每股收益。平均而言，股票分析师预测 Sanmina Corporation 在当前财政年度将发布 5.15 美元的每股收益。</p>
</div><h2>Insider Activity at Sanmina</h2>
<div class="lb-trans"><h2>Sanmina 内部活动</h2>
</div><p>In other Sanmina news, Director David V. Hedley III sold 1,024 shares of the stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $162.31, for a total transaction of $166,205.44. Following the completion of the transaction, the director owned 6,340 shares of the company's stock, valued at $1,029,045.40. This represents a 13.91% decrease in their position. The transaction was disclosed in a document filed with the Securities &amp; Exchange Commission, which is available at the SEC website. Also, CFO Jonathan P. Faust sold 10,075 shares of the firm's stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $159.30, for a total value of $1,604,947.50. Following the transaction, the chief financial officer owned 87,076 shares of the company's stock, valued at approximately $13,871,206.80. The trade was a 10.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 15,291 shares of company stock worth $2,393,988 in the last quarter. 3.10% of the stock is owned by company insiders.</p>
<div class="lb-trans"><p>在其他 Sanmina 新闻中，董事 David V. Hedley III 在 2 月 24 日（星期二）出售了 1,024 股该股票。股票以平均价格 162.31 美元出售，总交易额为 166,205.44 美元。交易完成后，该董事持有 6,340 股公司股票，价值为 1,029,045.40 美元。这代表其持仓减少了 13.91%。该交易已在向证券交易委员会提交的文件中披露，文件可在 SEC 网站上查阅。此外，首席财务官 Jonathan P. Faust 在 2 月 24 日（星期二）出售了 10,075 股公司的股票。股票以平均价格 159.30 美元出售，总价值为 1,604,947.50 美元。交易完成后，首席财务官持有 87,076 股公司的股票，价值约为 13,871,206.80 美元。该交易使其持仓减少了 10.37%。该销售的披露信息可在 SEC 文件中找到。内部人士在上个季度出售了价值 2,393,988 美元的 15,291 股公司股票。3.10% 的股票由公司内部人士持有。</p>
</div><h2>Analyst Ratings Changes</h2>
<div class="lb-trans"><h2>分析师评级变动</h2>
</div><ul>
<li>3 Inexpensive Mid Cap Tech Stocks With Good Growth Prospects</li>
</ul>
<div class="lb-trans"><ul>
<li>3 只便宜的中型科技股，具有良好的增长前景</li>
</ul>
</div><p>A number of brokerages recently issued reports on SANM. Zacks Research upgraded Sanmina from a &#34;hold&#34; rating to a &#34;strong-buy&#34; rating in a research note on Tuesday, February 3rd. Wall Street Zen downgraded shares of Sanmina from a &#34;strong-buy&#34; rating to a &#34;buy&#34; rating in a report on Sunday, November 16th. Finally, Argus upped their price target on shares of Sanmina to $200.00 and gave the stock a &#34;buy&#34; rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of &#34;Buy&#34; and a consensus target price of $160.00.</p>
<div class="lb-trans"><p>多家券商最近对 SANM 发布了报告。Zacks Research 在 2 月 3 日（星期二）的研究报告中将 Sanmina 的评级从 “持有” 上调至 “强烈买入”。Wall Street Zen 在 11 月 16 日（星期日）的报告中将 Sanmina 的评级从 “强烈买入” 下调至 “买入”。最后，Argus 在 1 月 28 日（星期三）的研究报告中将 Sanmina 的目标价上调至 200.00 美元，并给予该股票 “买入” 评级。一位分析师对该股票给予了 “强烈买入” 评级，两位分析师给予 “买入” 评级，一位分析师对该公司的股票给予 “持有” 评级。根据 MarketBeat 的数据，该公司的平均评级为 “买入”，共识目标价为 160.00 美元。</p>
</div><p><strong>View Our Latest Report on SANM</strong></p>
<div class="lb-trans"><p><strong>查看我们关于 SANM 的最新报告</strong></p>
</div><h2>Sanmina Profile</h2>
<div class="lb-trans"><h2>Sanmina 简介</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>（免费报告）</p>
</div><p>Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.</p>
<div class="lb-trans"><p>Sanmina Corporation 是一家领先的全球电子制造服务（EMS）提供商，专注于复杂电子产品的设计、生产和端到端供应链解决方案。公司成立于 1980 年，已在通信、计算、航空航天与国防、医疗、汽车和工业等多个行业建立了高可靠性制造的声誉。</p>
</div><p>Sanmina's core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.</p>
<div class="lb-trans"><p>Sanmina 的核心产品包括产品设计和工程支持、精密 PCB 制造与组装、系统集成、测试和最终系统部署。</p>
</div><h2>Further Reading</h2>
<div class="lb-trans"><h2>进一步阅读</h2>
</div><ul>
<li>Five stocks we like better than Sanmina</li>
<li>Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why</li>
<li>Trump Planning to Use Public Law 63-43: Prepare Now</li>
<li>How JPMorgan's $8,000 Gold Call Will Leave Most Retirement Accounts Behind</li>
<li>Silver Is the New Oil—And the World’s Running Dry</li>
<li>Nvidia CEO Issues Bold Tesla Call</li>
</ul>
<div class="lb-trans"><ul>
<li>五只我们更看好的股票比 Sanmina 更好</li>
<li>巴菲特、盖茨和贝索斯悄悄抛售股票——原因在这里</li>
<li>特朗普计划使用公共法 63-43：现在准备好</li>
<li>摩根大通 8000 美元的黄金看涨期权将使大多数退休账户落后</li>
<li>白银是新的石油——而世界正在枯竭</li>
<li>Nvidia 首席执行官发出大胆的特斯拉呼吁</li>
</ul>
</div><p><strong>Want to see what other hedge funds are holding SANM?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sanmina Corporation (NASDAQ:SANM - Free Report).</p>
<div class="lb-trans"><p><strong>想看看其他对冲基金持有的 SANM 吗？</strong> 访问 HoldingsChannel.com 获取 Sanmina Corporation（纳斯达克代码：SANM - 免费报告）的最新 13F 文件和内部交易。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9U0FOTQ" alt="" original-src="https://www.marketbeat.com/scripts/SECFilingChart.ashx?Prefix=NASDAQ&amp;Symbol=SANM"/></p>
<p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。有关此故事的任何问题或评论，请发送至 contact@marketbeat.com.</em></p>
</div><h2>Should You Invest $1,000 in Sanmina Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Sanmina 吗？</h2>
</div><p>Before you consider Sanmina, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Sanmina 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Sanmina wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前……而 Sanmina 并不在名单上。</p>
</div><p>While Sanmina currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Sanmina 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Dynamic Technology Lab Private Ltd 投资 189 万美元于新美亚电子公司 $SANM