富士康服务器收入将超iPhone 业务 最快今年实现
富士康董事长刘扬伟在英伟达GTC开发者大会上表示，公司服务器业务收入将在两年内超越iPhone业务收入，最快今年就可能实现。富士康目前为英伟达生产大部分AI服务器，包括GB200和GB300产品线。
刘扬伟预计，富士康AI服务器收入今年有望达到新台币1万亿元(约303亿美元)，占服务器总收入逾一半。受AI服务器强劲需求推动，2024年富士康30%收入来自云和网络产品，而智能消费电子产品占46%。
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The seemingly negative pandemic effects and resource/product shortages are encouraging and allowing organizations to innovate and change.The news of cash-rich organizations getting ready for the post-Covid growth economy is a sign of more than capital spending plans. Cash provides a cushion for risk-taking and a tool for growth.
Start with a fresh view of investing strategy. The combination of risks and fads this quarter looks to be topping. That means the future is ready to move in.Likely, there will not be a wholesale shift. Company actions will aim to benefit from economic growth, inflationary pressures and a return of market-determined interest rates. In turn, all of that should drive the stock market and investment returns higher.
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