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 lead from Wall Street offers little clarity as the major averages opened lower on Friday and then bounced back and forth across the unchanged line, finally finishing mixed and little changed.The Dow added 33.18 points or 0.10 percent to finish at 34,798.00, while the NASDAQ eased 4.54 points or 0.03 percent to close at 15,047.70 and the S&P 500 rose 6.50 points or 0.15 percent to end at 4,455.48. For the week, the Dow rose 0.6 percent, the NASDAQ added 0.1 percent and the S&P gained 0.5 percent.The lackluster performance on Wall Street came on uncertainty about the outlook for the markets following recent volatility.
However, analysts are positive on the stock now. “We have seen a huge downside movement in the stock due to the central electricity regulatory commission’s (CERC) order that seems to be negative from 2014-15 onwards but we cannot take a linear negative view on the stock and further downside movement on the stock is unlikely. Currently stock is underpriced. Investors can bet on it for a longer horizon," said Vivek Gupta, director research at CapitalVia Global Research.
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