Group 1 - The first cross-border e-commerce TIR international truck from Henan has successfully launched, marking the integration of cross-border e-commerce and TIR transportation mode, enhancing logistics efficiency for inland regions and supporting "Made in China" exports [1] - The first provincial-level open-source Harmony manufacturing innovation center has been established in Qianhai, focusing on core technologies like real-time computing and AI, aiming to develop a unified operating system for distributed heterogeneous multi-machine collaborative robots [1] - SK Group plans to sell 62.9% of its electric vehicle charger manufacturing subsidiary, SK Signet, as part of its business rebalancing efforts, facing significant operational losses [1] - Foxconn has received approval from the Indian government for a $433 million semiconductor joint venture with HCL Group, expected to produce display driver chips with a monthly capacity of 20,000 wafers and 36 million chips [1] - TSMC is set to accelerate its factory construction, planning to build 9 new facilities globally this year, including 8 wafer fabs and 1 advanced packaging plant, with significant advancements in 2nm technology expected [1]

鸿海上周公布的4月份销售额猛增25.5%，推动公司前四个月的总销售额达到历史新高，主要得益于人工智能产品的"强劲拉动"。该公司重申，二季度和 全年的销售额将继续扩张，但今年营收增长速度将低于此前预期。 鸿海Q1净利润超预期，得益于对AI服务器等产品的强劲需求以及客户加速下单，以规避潜在的美国关税。公司预计二季度和全年销售额将继续增长， 但增速可能放缓。 5月14日，鸿海精密公布第一季度财报： 每股收益3.03新台币，预估2.62新台币。 鸿海董事长刘扬伟表示，受美国关税影响，公司对前景更加谨慎。 国际汇率变动下，鸿海面临盈利压力 虽然业绩亮眼，但鸿海也面临着挑战。有分析师指出，由于美元兑新台币等货币贬值，这家全球最大的代工制造商正面临着不断上升的成本压力。美元 的贬值可能会压缩一些中国台湾公司的利润率。但产品结构的变化，例如今年AI服务器收入的增长，可能有助于缓解外汇的负面影响。 更多消息，持续更新中…… 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 鸿海第一 ...

智通财经APP获悉，全球最大的电子代工制造商富士康周一公布，该公司4月营收同比增长25.54%。 富士康表示，与上年同期相比，预计第二季度业绩会有所增长，但该公司同时补充称，"需要继续密切 关注不断变化的全球政治和经济状况的影响"。 得益于人工智能服务器需求持续强劲，富士康预计将于周三公布第一季度净利润增长72%。 公司表示，由于人工智能服务器的强劲销售，其第一季度收入增长 24.2%，创下单季度最高纪录。 业内消息显示，全球最大电子代工商富士康计划于2025年在印度工厂生产2500万至3000万部苹果 iPhone，这一数字将占苹果年度iPhone总产量的约10-15%，较2023年产量实现超100%的增长，标志着 苹果供应链多元化战略取得重大进展。 分析称，这一数据意味着富士康在印度的iPhone产量同比提升100%-150%，并且金奈工厂已具备Pro系 列高端机型量产能力。 据报道，富士康董事长刘扬伟预计，公司的服务器业务收入将在两年内超越 iPhone 业务收入。智通财 经APP获悉，刘扬伟在参加了英伟达的年度 GTC 开发者大会上，当在会议间隙被问及富士康服务器收 入是否能超越 iPhone 收入时 ...

Group 1 - Foxconn, the world's largest electronics contract manufacturer, is accelerating its entry into the electric vehicle (EV) industry by partnering with Mitsubishi Motors to develop an EV targeted at the Australian and New Zealand markets, set to launch in the second half of 2026 [1] - This collaboration marks a significant breakthrough for Foxconn, which has been pursuing the EV market since 2019, and represents a pivotal shift in the automotive industry towards external manufacturing models [1][2] - Mitsubishi, primarily focused on plug-in hybrid electric vehicles (PHEVs), is facing challenges in keeping pace with the rapidly evolving EV market, making this partnership crucial for its transition [2] Group 2 - Mitsubishi's strengths lie in its robust hybrid vehicle lineup and strong presence in Southeast Asia, but it needs to enhance its electric vehicle offerings to compete effectively [2] - Foxconn's EV business is part of its long-term growth strategy to reduce reliance on iPhone assembly, especially in light of recent disruptions caused by changes in U.S. tariff policies [2] - Foxconn's subsidiary, Hon Hai Advanced, plans to accelerate EV development by utilizing standardized platforms and components, aiming for a win-win situation that benefits both Mitsubishi and Foxconn [2] Group 3 - Previously, Foxconn proposed acquiring Nissan shares as a means to enter the automotive market, but this plan did not progress; interestingly, Nissan is Mitsubishi's second-largest shareholder, providing Foxconn with another avenue to develop automotive business relationships [3]

【环球网财经综合报道】北京时间4月1日凌晨，美股周一收盘涨跌不一，三大股指在3月份和第一季度均录得跌幅。 具体来看，道指涨417.86点，涨幅为1.00%，报42001.76点；纳指跌23.70点，跌幅为0.14%，报17299.29点；标普500指数涨30.91点，涨幅为 0.55%，报5611.85点。然而，在3月份，道指下跌4.2%，纳指下跌8.21%，标普500指数下跌5.75%。在第一季度，道指下跌1.28%，纳指下跌 10.42%，标普500指数下跌4.59%。 围绕关税的不确定性成为市场关注的焦点。联储官员也警告称，关税定会影响物价，消费品应会迅速传导关税影响。这一前景使得投资者对美股 未来表现持谨慎态度。 高盛首席美股策略师David Kostin本月第二次下调了标普500指数的目标点位。他现在预计标普500指数到年底将在5700点左右，此前预期为6200 点。Kostin指出，这一调整主要是鉴于经济衰退风险上升以及关税相关的不确定性。他建议投资者在试图抄底之前，密切关注经济增长前景的改 善、市场定价的更多不对称性，或者持仓水平的低迷情况。 在个股方面，英伟达等明星科技股进一步下挫。根据分析师 ...