FN

状态日期：2026-05-27

积极观察

中高高正常

Serenity观点

看多

推文立场

价格动量

看多

60D / 252D

信号分数

54

新增排序

24h 提及

0

短线新增

7日新闻

1

低

收入同比

18.6%

改善

概览

核心结论

作者立场：看多；价格动量：看多。最新证据：leading indicator for $COHR, $FN, $LITE 暂无 AI 结论。

近 7 天有 1 条新闻、近 30 天 2 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看多

价格动量

看多

首次提出

2026-02-25 20:41

来源

llm

更新时间

2026-05-20 19:23

作者立场：看多；价格动量：看多。最新证据：leading indicator for $COHR, $FN, $LITE

当前观点证据

2026-04-30 05:40看多

leading indicator for $COHR, $FN, $LITE

Serenity 变化

时间线

首次提出2026-02-25 20:41中性

原推

Optical Transceivers... $LITE / Cloud Light -> $FN (Contract Manufacturing) -> $GOOGL TPU

2026-05-20 19:23看多上下文更新
$SIVE is nominating two new board members today. It's very highly telling since the newcomers have acquisition backgrounds from: -> Head of M&A at Ericsson / Advisor at Verdane, focusing on M&A / Deutsche Bank. -> CFO...
2026-05-17 09:28看多上下文更新
When I see comments like this (and there are a lot) from retail investors: I immediately think they lack the technical depth. I'll walk through each one from $SIVE to $LPK: 1. Photonics TAM goes from $14B -> $154B In...
2026-04-30 05:40看多观点延续
leading indicator for $COHR, $FN, $LITE
2026-04-24 11:38看多观点延续
20. $FN +11.54%
2026-04-21 02:57看多事实更新
$FN - $24.7B

新鲜度

新增信号

NEWSSEC

24h 07D 030D 3新闻 1披露 2

复核时间：2026-06-03

证据

证据摘要

最新期 2025营收 3BBeta 1.22披露 10-Q

展开证据详情

年度数据

基本面证据

消息面

1 条 7日新闻，压力低。

2026-05-26 11:00fool.com

VONG vs. IWO: Vanguard Russell 1000 Growth ETF Has Outperformed iShares Rival

2026-05-19 10:06zacks.com

Fabrinet Rides on Automation Boom: A Case for More Upside?

2026-05-18 14:00seekingalpha.com

Fabrinet (FN) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

近期披露

披露信息

最新披露为 2026-05-05 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-0510-Q

fn-20260327.htm

2026-05-048-K

fn-20260504.htm

2026-02-0310-Q

fn-20251226.htm

近期推文

作者立场

立场

看多

价格动量

看多

2026-04-30 05:40看多

leading indicator for $COHR, $FN, $LITE

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

3

Beta

1.22

敏感度

高关注高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

technology-hardware-equipment-parts

optical-photonics-cpoai-infrastructureconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
filing_review: read latest SEC filing before treating the state as stable
industry_specificity: confirm whether news is specific to FN, not only Hardware, Equipment & Parts

背景

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38

股票池

FN

积极观察中高高正常

状态日期：2026-05-27

复核时间：2026-06-03

作者立场

看多

llm

价格动量

看多

60D / 252D

信号分数

54

新增信息排序

24h 提及

0

短线新增

7天提及

0

高

30天提及

3

长周期热度

7日新闻

1

低

30日披露

2

10-Q

收入同比

18.6%

改善

Beta

1.22

高关注高 beta

llm · 2026-05-20 19:23

Serenity 时间线

首次提出2026-02-25 20:41中性

原推

Optical Transceivers... $LITE / Cloud Light -> $FN (Contract Manufacturing) -> $GOOGL TPU

2026-05-20 19:23看多上下文更新
$SIVE is nominating two new board members today. It's very highly telling since the newcomers have acquisition backgrounds from: -> Head of M&A at Ericsson / Advisor at Verdane, focusing on M&A / Deutsche Bank. -> CFO...
2026-05-17 09:28看多上下文更新
When I see comments like this (and there are a lot) from retail investors: I immediately think they lack the technical depth. I'll walk through each one from $SIVE to $LPK: 1. Photonics TAM goes from $14B -> $154B In...
2026-04-30 05:40看多观点延续
leading indicator for $COHR, $FN, $LITE
2026-04-24 11:38看多观点延续
20. $FN +11.54%
2026-04-21 02:57看多事实更新
$FN - $24.7B

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

研究问题

GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
filing_review: read latest SEC filing before treating the state as stable
industry_specificity: confirm whether news is specific to FN, not only Hardware, Equipment & Parts

-