智能产品拉货动能强劲…鸿海最强5月

Group 1 - Foxconn reported May revenue of NT$615.7 billion, marking a record high for the same period, with a month-over-month decrease of 3.9% and a year-over-year increase of 11.9% [1] - The company's revenue for the first five months of the year reached NT$2.89 trillion, representing a year-over-year growth of 21.6%, also a record high for the same period [2] - Strong demand for consumer smart products, particularly iPhones, was a key driver of revenue growth, attributed to promotional activities during China's 618 shopping festival and increased shipments of iPhones manufactured in India to the U.S. [1] Group 2 - The outlook for the second quarter indicates significant growth both quarter-over-quarter and year-over-year, although the company remains cautious about global political and economic conditions and currency fluctuations [1] - Cloud network products are expected to maintain a growth trend, while the company is transitioning between old and new products during the traditional off-season [1] - Foxconn's chairman indicated that electric vehicles (EV) will become the third growth engine for the company, alongside ICT and AI products, with expectations for revenue to exceed NT$7 trillion this year [2]