花旗：连接器及其他组件_看好人工智能发展势头及工业需求改善

V i e w p o i n t | 11 Jul 2025 03:00:00 ET │ 24 pages North America Connectors & Other Components Constructive on AI Momentum & Improving Industrial Demand; Upgrading TEL to Buy; Maintain Buy on APH CITI'S TAKE Amphenol and TE Connectivity are expected to report on July 23. We prefer component/connector names in our coverage (relative to OEMs) with limited direct tariff impacts (manufacturing proximity to end customers, price mitigation through contracts) and more diversified end markets, though not immune ...