台湾富士康业绩超出预期后股价上涨

由于人工智能服务器的需求,全球最大的电子合同供应商台湾富士康的季度利润增长了91%。

TWSE:2354
TWSE:2354 :日线图

富士康(TWSE:2354 )的价格已经在50美元以下找到了一个底部。从2024年8月开始,价格已经反弹至55美元的关口,如果它能保持支撑,可能会进一步走高。

该公司第一季度净利润为421.2亿新台币(合13.9亿美元),低于分析师预期的378亿新台币。该公司是苹果和英伟达的重要供应商,这意味着健康的前景支撑着整个科技行业。

富士康还说,当季营收跃升24.2%,创历史新高,但董事长在财报电话会议上表示,最近关税的不确定性带来了更多挑战。管理层对全年的指引比之前的言论更为谨慎。

最近中美之间90天的关税暂停可能会支撑未来一年,但由于最近新台币的波动,仍存在一些不确定性。

刘说,最近的协议需要一个永久性的解决方案,这意味着剩余的关税仍可能对全球经济造成压力。苹果的大部分iPhone都是由富士康在中国组装的,但他们现在正在墨西哥建造一座新工厂,以支持英伟达服务器的生产。

富士康预计,第二季度将实现较上年同期大幅增长,服务器业务将实现两位数的同比增长,产量也将加速增长。

该公司一直在寻求扩大其在电动汽车领域的足迹,并将其视为未来增长的推动力。英伟达也涉足电动汽车领域,可能会为富士康提供额外的业务。

富士康汽车技术有限公司与日本三菱汽车上周签署了一项协议,将共同研发一款电动汽车。此前富士康曾考虑入股日产汽车。

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