值得注意的是，自ChatGPT问世以来，鸿海精密和其他AI硬件供应商受益于Meta和Alphabet旗下谷歌等大型科技公司在服务器和数据中心上的巨额支出，但投资者开始质疑这些支出是否会带来回报，此外，苹果今年的iPhone的销售表现预计将表现平平。而以往的数据显示，苹果的业务占鸿海精密总销售额的50%以上。鸿海精密高管在最新的财报电话会议上表示，预计到2025年，包括人工智能服务器在内的云业务的销售额将与手机业务大致相当。fit hon teng (06088) is currently down over 5%, as of this report, down 5.01%, priced at 3.22 HKD, with a transaction volume of 26.0128 million HKD.
According to Zhitong Finance APP, fit hon teng (06088) is currently down over 5%, as of this report, down 5.01%, priced at 3.22 HKD, with a transaction volume of 26.0128 million HKD.
On the news front, on December 5, Hon Hai announced that its revenue for November 2024 was 672.6 billion New Taiwan dollars, a decrease of 16.43% month-on-month and an increase of 3.47% year-on-year, marking the second highest for the same period in history. Data shows that fit hon teng's sales in October increased by 8.6% year-on-year, with the sales growth for these two months being lower than the 13% growth trajectory expected by analysts for this quarter. The market is concerned that the demand for ai infrastructure may not offset the impact of weak iPhone sales.
It is worth noting that since the launch of ChatGPT, fit hon teng and other ai hardware suppliers have benefited from large technology companies such as Meta and Alphabet's Google making substantial expenditures on servers and datacenters. However, investors are beginning to question whether these expenditures will yield returns, in addition to expectations for this year's iPhone sales by apple, which are predicted to be mediocre. Historically, apple's business accounts for over 50% of fit hon teng's total sales. Senior executives at fit hon teng stated in the latest earnings call that by 2025, sales from cloud business, including ai servers, are expected to be roughly comparable to that of the mobile business.