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上海证券:首予工业富联“买入”评级,迎AI发展契机

Shanghai Securities: First-time buy rating for Foxconn Industrial Internet, ushering in AI development opportunities.

Breakings ·  Jul 2 15:21
Shanghai Securities research report pointed out that Foxconn Industrial Internet(601138.SH) is committed to becoming a global leader in intelligent manufacturing and industrial internet solution services, driven by the "2+2" core strategy of "intelligent manufacturing + industrial internet, big data + robots", carrying out global production layout in 12 countries and regions in Asia, Europe, and North America, and the production presents cross-regional attributes, and the core customers show cross-industry characteristics. The company is welcoming the development opportunities of AI and deepening its ties with major customers in North America. The company has realized the mass production and delivery of high-speed switches such as 100G, 200G, and 400G, and the 800G switch has also entered the NPI stage. There is great potential for the development of high-speed switch business. For the first coverage, it is rated "buy".

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