---
title: "安费诺公司（APH）因人工智能数据中心的需求而实现了爆炸性增长"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/279966647.md"
description: "Ironvine Capital Partners，一家投资管理公司，发布了其 2025 年第四季度投资者信函。信函的副本可以在此下载。Ironvine Capital Partners 在其最新的投资者信函中强调，长期股票回报最终是由基础盈利增长驱动的，并指出其投资组合中的企业盈利增长在 12% 到 16% 之间 […]"
datetime: "2026-03-20T15:23:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/279966647.md)
  - [en](https://longbridge.com/en/news/279966647.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/279966647.md)
---

# 安费诺公司（APH）因人工智能数据中心的需求而实现了爆炸性增长

Ironvine Capital Partners, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Ironvine Capital Partners emphasized in its latest investor letter that long-term equity returns are ultimately driven by underlying earnings growth, noting that businesses held across its portfolios increased earnings between 12% and 16% \[…\]

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