（原标题：张江集团成立晶华探微科技公司，含半导体相关业务） 企查查APP显示，近日，晶华探微（上海）科技有限公司成立，注册资本1000万元，经营范围包含：电 子元器件制造；半导体器件专用设备制造；半导体器件专用设备销售等。企查查股权穿透显示，该公司 由上海张江（集团）有限公司间接全资持股。 ...

Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, helping investors identify securities likely to outperform the market in the short term [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score identifies attractive stocks using financial ratios like P/E, PEG, and Price/Sales, focusing on undervalued stocks [3] Growth Score - The Growth Style Score assesses a company's financial health and future outlook, considering projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score helps investors capitalize on price trends, using metrics like weekly price changes and monthly earnings estimate changes [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors seeking value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +23.83% since 1988, significantly outperforming the S&P 500 [7][9] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [8] Stock to Watch: Avnet (AVT) - Avnet is a leading distributor of electronic components, serving a diverse customer base including OEMs and VARs, with a vast inventory from over 300 manufacturers [11] - AVT holds a 3 (Hold) Zacks Rank and a VGM Score of A, with a Momentum Style Score of A, reflecting a 27.9% increase in share price over the past four weeks [12] - Recent upward revisions in earnings estimates for fiscal 2026 have increased the Zacks Consensus Estimate by $0.18 to $4.55 per share, with an average earnings surprise of +10.9% [12][13]

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...

分组1 - Avnet reported quarterly earnings of $1.05 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, and up from $0.87 per share a year ago, representing an earnings surprise of +10.53% [1] - The company achieved revenues of $6.32 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.28%, and an increase from $5.66 billion year-over-year [2] - Avnet has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 9.6% since the beginning of the year, compared to the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates of $1.22 on $5.8 billion in revenues for the upcoming quarter and $4.36 on $23.66 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank places Electronics - Parts Distribution in the top 10% of over 250 Zacks industries, indicating strong potential for outperformance [8]

Group 1: Carter's (CRI) - Carter's is the largest marketer of branded apparel and related products for babies and young children in North America [1] - The Zacks Consensus Estimate for its current year earnings has increased by 5.9% over the last 60 days [1] - The company has a Zacks Rank 1 (Strong Buy) and a dividend yield of 2.8%, compared to the industry average of 2% [1] Group 2: Alps Electric (APELY) - Alps Electric is a Japan-based company engaged in the manufacture and sale of electronic components and audio equipment [2] - The Zacks Consensus Estimate for its current year earnings has increased by 6.9% over the last 60 days [2] - The company has a Zacks Rank 1 and a dividend yield of 1.7%, compared to the industry average of 0.0% [2] Group 3: The Goldman Sachs Group (GS) - Goldman Sachs is a leading global financial holding company providing investment banking, securities, investment management, and consumer banking services [3] - The Zacks Consensus Estimate for its current year earnings has increased by 4.8% over the last 60 days [3] - The company has a Zacks Rank 1 and a dividend yield of 1.7%, compared to the industry average of 0.9% [3]

Core Insights - Amphenol Corporation is a key player in the electronics industry, focusing on fiber-optic products and electronic components, serving sectors like IT datacom, automotive, and industrial markets [1] - The company has recently engaged in significant insider transactions and capital-raising activities, indicating management's confidence and strategic financial planning [2][3] Financial Performance - Amphenol reported strong third-quarter 2025 results, with adjusted earnings per share of $0.93, exceeding estimates by 17.7%, and net sales increased by 53% year over year to $6.19 billion, primarily driven by demand in the IT datacom sector and strategic acquisitions [5] - The company's gross margin improved by 450 basis points to 38.1%, contributing to an 8% increase in APH shares [5] Capital Management - The company announced the pricing of its senior notes offerings, totaling $3 billion, which includes $500 million in floating rate notes due in 2027, $750 million in notes due in 2027 and 2028, and $1 billion due in 2030, reflecting a strategic approach to finance management and growth support [3][6] International Market Focus - Amphenol's international revenue is gaining attention from analysts, which is crucial for financial health, providing a hedge against domestic downturns and access to faster-growing economies, although it introduces complexities such as currency fluctuations [4][6]

受芯片和电子零部件出货量增加助力，美国9月出口同比增4.2%，为最近5个月以来首次录得正增长。半导体和其他电子元件出口增长12.6%。受关税影响，日本对美国出口同比减少13.27%，为连续6个月下降，日本对美国的汽车出口依然疲软。日本对欧盟和中国的出口分别增长5%和5.8%。 https://t.co/Sq1rL1wLqf ...

Core Insights - AAR CORP has acquired ADI American Distributors, enhancing its parts distribution capabilities and expanding product lines [1][3] Company Overview - ADI American Distributors is a global provider of electronic and electromechanical components, primarily serving the aerospace and defense sectors [2] - The company operates six distribution and assembly facilities located in the U.S., U.K., and India, focusing on quality, service, innovation, and value [2][6] Acquisition Details - The acquisition will integrate ADI into AAR's Parts Supply segment, providing access to extensive OEM relationships [3] - BlackArch Partners acted as the exclusive financial advisor for ADI, Stonebridge Partners, and Promus Equity Partners during the transaction [4] Stakeholder Comments - David Beck, CEO of ADI, praised BlackArch for their professionalism and support throughout the acquisition process [5] - Mike Steinback from Stonebridge highlighted BlackArch's exemplary work ethic and its positive impact on ADI's leadership team [5] About the Firms Involved - Stonebridge Partners is a private equity firm focused on lower middle-market investments, having completed 76 acquisitions since 1986 [7] - Promus Equity Partners targets lower-middle-market companies with strong growth prospects [8] - AAR is a global aerospace and defense aftermarket solutions provider with operations in over 20 countries [9][10] - BlackArch Partners is a middle-market investment bank that offers a range of advisory services, having closed over 500 transactions globally [10]

Core Viewpoint - Three stocks are highlighted with strong buy rankings and favorable value characteristics for investors to consider on October 17th Group 1: Energizer (ENR) - Energizer is a leading manufacturer and distributor of batteries and lighting products [1] - The company has a Zacks Rank of 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 1.4% over the last 60 days [1] - Energizer has a price-to-earnings ratio (P/E) of 6.37, significantly lower than the industry average of 22.70 [2] - The company possesses a Value Score of A [2] Group 2: Scor (SCRYY) - Scor operates in the reinsurance business [2] - The company also carries a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 6% over the last 60 days [2] - Scor has a price-to-earnings ratio (P/E) of 6.42, compared to the industry average of 8.60 [2] - The company possesses a Value Score of A [2] Group 3: Arrow Electronics (ARW) - Arrow Electronics is one of the largest distributors of electronic components and enterprise computing products [3] - The company holds a Zacks Rank of 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 0.2% over the last 60 days [3] - Arrow Electronics has a price-to-earnings ratio (P/E) of 11.57, lower than the industry average of 20.90 [3] - The company possesses a Value Score of B [3]

Core Insights - The article discusses the importance of the price-to-book (P/B) ratio as a tool for value investing, highlighting its utility in identifying undervalued stocks with strong growth potential [1][2]. Group 1: Understanding P/B Ratio - The P/B ratio is calculated by dividing the current stock price by the book value per share, indicating how much investors pay for each dollar of book value [2][6]. - A P/B ratio of less than one suggests that a stock is undervalued, while a ratio greater than one indicates overvaluation [6][7]. - The P/B ratio is particularly relevant for industries with tangible assets, such as finance and manufacturing, but may be misleading for companies with high R&D expenses or significant debt [9][10]. Group 2: Screening Criteria for Value Stocks - Stocks with a P/B ratio lower than the industry median are considered attractive, as they have room for price appreciation [12]. - Additional screening parameters include a lower price-to-sales (P/S) ratio than the industry median, a price-to-earnings (P/E) ratio below the industry average, and a PEG ratio of less than one, indicating undervaluation relative to growth prospects [13][14][15]. - Stocks must also have a minimum trading price of $5 and a substantial average trading volume to ensure liquidity [14][15]. Group 3: Selected Low P/B Stocks - StoneCo (STNE) offers financial technology solutions and has a projected 3-5 year EPS growth rate of 30.3%, with a Zacks Rank of 1 and a Value Score of B [16]. - PagSeguro Digital (PAGS) provides digital payment solutions and has a projected EPS growth rate of 14.2%, also holding a Zacks Rank of 1 and a Value Score of B [17]. - KT Corporation (KT) is a telecommunications provider with a projected EPS growth rate of 51.7% and a Zacks Rank of 2 with a Value Score of A [19]. - Arrow Electronics (ARW) is a major distributor of electronic components, with a projected EPS growth rate of 20.7% and a Zacks Rank of 2 with a Value Score of A [19]. - CVS Health has a projected EPS growth rate of 14.3% and holds a Zacks Rank of 2 with a Value Score of A [20].