--- title: "安費諾公司(APH)因人工智能數據中心的需求而實現了爆炸性增長" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/279966647.md" description: "Ironvine Capital Partners,一家投資管理公司,發佈了其 2025 年第四季度投資者信函。信函的副本可以在此下載。Ironvine Capital Partners 在其最新的投資者信函中強調,長期股票回報最終是由基礎盈利增長驅動的,並指出其投資組合中的企業盈利增長在 12% 到 16% 之間 […]" 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) --- # 安費諾公司(APH)因人工智能數據中心的需求而實現了爆炸性增長 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% \[…\] ### 相關股票 - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [APHU.US](https://longbridge.com/zh-HK/quote/APHU.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [APH.US](https://longbridge.com/zh-HK/quote/APH.US.md) - [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md) - [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md) ## 相關資訊與研究 - [高層看好 CPO 需求、AI 高速傳輸巨頭 Astera 股價飆](https://longbridge.com/zh-HK/news/286988861.md) - [大華銀 ETF 00918 股價創上市新高 含息報酬率衝 146%](https://longbridge.com/zh-HK/news/287183126.md) - [德國商業銀行股份公司增持了安費諾公司的股份 $APH](https://longbridge.com/zh-HK/news/286665970.md) - [AI 晶片丨黃仁勳:輝達基本將中國市場讓給華為](https://longbridge.com/zh-HK/news/287151485.md) - [【AI】DeepSeek 組建 Agent Harness 研發團隊,料佈局智能體產品](https://longbridge.com/zh-HK/news/287039096.md)