FII(SH:601138) Zheng Quan Ri Bao Zhi Sheng·2025-09-11 06:15Group 1 - The core viewpoint of the articles highlights the strong performance of AI-related sectors, particularly the significant growth of Foxconn Industrial Internet Co., Ltd. (Industrial Fulian), which has seen its stock price reach a historical high and its market capitalization exceed 1.17 trillion yuan [1] - Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of 2025, marking a year-on-year increase of 35.6%, and a net profit of 12.11 billion yuan, up 38.6% year-on-year, both achieving historical highs for the period [2] - The company’s cloud computing business has experienced remarkable growth, with server revenue increasing over 50% year-on-year in the second quarter, and AI server revenue growing over 60% [2] Group 2 - The demand for AI servers is expected to surge, driven by significant capital expenditures from major North American cloud service providers, which are projected to increase their investments in AI cloud infrastructure [3] - The global AI server market is forecasted to reach approximately 581 billion dollars by 2029, with a compound annual growth rate of 38% from 2024 to 2029 [3] - The penetration rate of AI large models remains low, indicating that the industrialization cycle is just beginning, which suggests a high potential for future capital expenditures as revenues from these models grow [3]