🇺🇸 SECSanmina Corp.Codex · 实盘不做把握 3/10
北京时间·🕒 发布 04:03:48时区推断·待核·⟳ 抓取 07-27 20:24:17·⚡ 决策 07-28 04:05:39 +7h41m·91.7 天前
Sanmina发布2026财年三季度业绩并上调全年EPS指引
这是排期内财报披露，虽然含上调全年EPS指引，但同一具体催化已在近72小时内被系统处理为不做。
📄 原文Sanmina Corp.↗ 原文
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不做 Sanmina（SANM.US）
同一Sanmina三季度业绩及上调全年EPS指引催化已在近72小时内由news_center/ir_page处理为不做，本SEC归档未提供新增事实，按去重纪律不再交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-27 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- Sanmina在美股收盘后提交SEC文件，目录显示包含2026年7月27日8-K及业绩新闻稿附件。市场反应:SANM.US截至抓取时最新价208.90美元，较前收208.43美元约+0.23%。
- 2026-07-28 04:02 Asia/Shanghai其它search_processed_events非一手近72小时已处理同一具体催化：Sanmina公布2026财年三季度业绩并上调全年EPS指引，结论为不做且未推卡。
关键理由
- 这是排期内财报披露，虽然含上调全年EPS指引，但同一具体催化已在近72小时内被系统处理为不做。
- Sanmina（SANM.US）当前市值约112亿美元，盘后SEC归档本身未提供相对市值足够新的可重复推卡增量。
主要风险
- 同一业绩催化已由news_center/ir_page在数分钟前处理，重复推卡会造成同一事件多次打扰。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中会改变本次去重结论的Sanmina特定增量或反向证据。
检索:Sanmina Q3 fiscal 2026 results guidance ZT Systems AI infrastructure expectations consensus
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 1,705 字
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0000897723-26-000036-index.html
0000897723-26-000036.txt
0000897723-26-000036-xbrl.zip
25886
FilingSummary.xml
1761
image_0a.jpg
6449
MetaLinks.json
20404
R1.htm
38312
report.css
2767
sanm-20260727.htm
29645
sanm-20260727.xsd
2133
sanm-20260727_def.xml
14330
sanm-20260727_htm.xml
2689
sanm-20260727_lab.xml
25195
sanm-20260727_pre.xml
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sanmina_exx991xjune272026.htm
267419
Show.js
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