鸿海精密工业股份有限公司（Hon Hai Precision Industry Co.）计划初始投入 10 亿至 50 亿美元，扩大其 在美国的制造业务规模，此次扩张旨在满足英伟达（Nvidia Corp.）与 OpenAI 等人工智能领域领军企业 的巨大需求。鸿海于周五宣布，已与 OpenAI 就服务器设计与生产达成广泛合作协议，目前该公司正重 点提升用于人工智能数据中心的服务器产能。鸿海董事长刘扬伟（Young Liu）周五在公司一场活动的 间隙透露，公司正聚焦美国市场，预计到 2026 年每周可组装多达 2000 个服务器机架，产能约为当前的 两倍。鸿海（又称富士康）有意巩固并提升其在人工智能硬件生态系统中的领先地位与市场份额，部分 原因是为了降低对苹果公司（Apple Inc.）iPhone 组装业务的依赖。这家中国台湾企业已通过运营软银 集团（SoftBank Group Corp.）旗下的一处服务器生产基地，成为 OpenAI "星门"（Stargate）项目的合作 伙伴。此次与 ChatGPT 研发方（OpenAI）宣布的合作表明，富士康渴望进一步拓展自身角色、提升行 业声誉，助力客户将自有设计 ...

具体业务板块表现来看： 智能设备集团：营收环比增长 12%，占总营收的 74%；尽管存储芯片成本上升，营业利润率仍稳定在 7.3%(2024 年三季度为 7.3%)。2025 年三季度(自然年)，联想全球个人电脑出货量市场份额进一步提升 至 26%，同比增长 17%(全球市场同比增长 9%)；人工智能个人电脑渗透率达 33%，在 Windows 系统人 工智能个人电脑领域的全球出货量市场份额为 31%。强劲的业绩表现印证了我们对联想领先市场地位 的积极看法，同时也体现出在行业整合及人工智能个人电脑趋势崛起的背景下，公司持续扩大市场份 额。在存储芯片成本上升的环境下，联想强大的供应链议价能力及产品结构升级举措有效支撑了其利润 率水平。 基础设施方案集团：营收环比下降 5%，占总营收的 20%；营业利润率改善至 - 0.8%(2024 年三季度为 - 1.1%)。尽管营收环比下滑，但受以下因素驱动，同比增长仍保持稳健的 24%：(1)人工智能应用普及推 动人工智能服务器营收实现高双位数增长；(2)新增云服务提供商(CSP)客户；(3)企业及中小企业(SMB) 转型持续推进。利润率提升反映出随着人工智能服务器规模扩 ...

11月20日，联想集团公布截至2025年9月30日的2025/26财年第二财季业绩：当季营收同比增长15%至 1464亿元人民币，创下财季历史新高，并显著超出市场普遍预期；经调整后的净利润同比增长25%，达 36.6亿元人民币，净利增速远超营收增速，展现了集团在复杂环境下稳健前行的经营韧性与战略确定 性。 智能设备集团：营收环比增长 12%，占总营收的 74%；尽管存储芯片成本上升，营业利润率仍稳定在 7.3%（2024 年三季度为 7.3%）。2025 年三季度（自然年），联想全球个人电脑出货量市场份额进一步 提升至 26%，同比增长 17%（全球市场同比增长 9%）；人工智能个人电脑渗透率达 33%，在 Windows 系统人工智能个人电脑领域的全球出货量市场份额为 31%。强劲的业绩表现印证了我们对联想领先市 场地位的积极看法，同时也体现出在行业整合及人工智能个人电脑趋势崛起的背景下，公司持续扩大市 场份额。在存储芯片成本上升的环境下，联想强大的供应链议价能力及产品结构升级举措有效支撑了其 利润率水平。 基础设施方案集团：营收环比下降 5%，占总营收的 20%；营业利润率改善至 - 0.8%（2024 ...

值得注意的是，联想近年来正加速布局AI基础设施领域，试图从传统的个人电脑制造商向"智能算力服 务商"转型。此次签约不仅是应对短期挑战的举措，更可能是其长期战略布局的重要一步。 业内专家认为，随着AI普惠进程加快，未来将有更多企业加入这场"算力竞赛"，而供应链安全将成为决 定成败的关键因素之一。联想集团作为Gartner全球供应链排名前8及全球PC市占率第一的头部企业，其 强大的供应链韧性及出货能力让其对供应链具有足够的话语权，得以更为有效的应对市场波动。 杨元庆强调，作为核心零部件的大买家，联想能够在供应链谈判中占据更主动的位置，这本身就是应对 市场波动的重要优势。比如在PC领域，庞大的采购量不仅能获得更优的价格成本，还能与供应商建立 更深的战略绑定，这是中小玩家难以比拟的"规模护城河"。 "我们已与核心零部件供应商签订了最优合约，确保明年有足够的供应保障。"联想集团董事长兼首CEO 杨元庆在发布公司第二季度财报后向媒体透露。 近期，全球存储芯片价格正因数据中心运营商对构建人工智能服务器的需求激增而不断攀升。三星电子 (005930.KS)等芯片制造商已将产能转向高带宽存储(HBM)，该技术广泛应用于AI芯片 ...

Group 1 - The CEO of Foxconn announced plans to deploy humanoid robots in the U.S. within the next few months [1] - The robots will be utilized for the production of artificial intelligence servers [1]

Core Viewpoint - Super Micro Computer (SMCI.US) is facing pressure on its stock price due to lower-than-expected preliminary revenue guidance for Q1 FY2026, which is projected at $5 billion, below previous guidance and Wall Street expectations [1] Group 1: Financial Performance - The preliminary revenue expectation for Q1 FY2026 is $5 billion, which is lower than the market consensus of $5.83 billion [1] - This represents a year-over-year decline of 1.9% compared to the same quarter last year [1] Group 2: Market Reaction - The stock price of Super Micro Computer dropped by 2.8% in pre-market trading following the revenue guidance announcement [1] - Investors are particularly focused on management's insights regarding business momentum and new order situations during the upcoming earnings call [1]

Core Viewpoint - The article highlights the significant transformation and breakthroughs occurring in Henan's manufacturing sector during the "14th Five-Year Plan" period, emphasizing the role of state-owned enterprises in driving economic growth and innovation [1][20]. Group 1: Traditional Industry Transformation - Henan's state-owned enterprises are accelerating the transformation of traditional industries, focusing on innovation and modernization to support the province's economic development [1][20]. - Zhongchuang Zhiling has successfully transitioned from traditional manufacturing to becoming a provider of intelligent industrial solutions, driven by mixed-ownership reform and market-oriented mechanisms [5][7]. - The company reported a total net profit of 11.539 billion yuan from 2021 to September 2025, with profits during the "14th Five-Year Plan" exceeding the total of the previous 60 years combined [7][8]. Group 2: New Industry Development - Emerging industries in Henan are thriving, with companies like Super Fusion achieving rapid growth, reporting sales revenue of over 28 billion yuan in 2023 and projected to exceed 40 billion yuan in 2024 [17][19]. - The production of high-end aluminum foil by Shenhuo New Materials showcases the company's commitment to innovation, with annual production capacity reaching 140,000 tons and a focus on green development [13][19]. - New projects in the textile sector, such as the production of regenerated cellulose fibers, represent significant advancements in green technology and sustainable practices [19]. Group 3: Economic Impact and Growth Metrics - Henan's industrial economy has maintained a leading position in the central and western regions, with an average annual growth rate of 6.1% in industrial added value over the past four years, surpassing the national average [20][22]. - By the end of 2024, state-owned enterprises in Henan are expected to achieve total assets of 7.3 trillion yuan and net assets of 2.3 trillion yuan, reflecting substantial growth since 2020 [21][22]. - The province's A-share listed state-owned enterprises reported a total operating income of 1.38 trillion yuan and a net profit of 87.434 billion yuan from 2021 to 2024, underscoring their role as a stabilizing force in the economy [22].

Core Viewpoint - The company, Supermicro, has announced the establishment of a federal business unit to expand its presence in the U.S. federal government market, focusing on AI server products manufactured domestically [1] Group 1 - Supermicro's stock rose nearly 5% in pre-market trading following the announcement [1] - The new federal business unit will target the federal ecosystem with a comprehensive range of AI server products [1] - The manufacturing of these products will take place on U.S. soil, indicating a commitment to local production [1]

Core Viewpoint - Super Micro Computer (SMCI.US) has announced the establishment of a federal entity in the U.S. to expand its presence in the federal market, particularly focusing on AI server products [1] Group 1: Company Developments - The new federal subsidiary will leverage the company's data centers to build modular solutions [1] - Super Micro Computer is exploring the establishment of new manufacturing facilities in the U.S. to meet the growing demand [1] Group 2: Market Impact - The company's stock rose over 4% in pre-market trading following the announcement [1]

Core Viewpoint - Foxconn, a major AI server manufacturer for Nvidia, is deploying humanoid robots at its Houston factory to enhance AI server production and aims to create a leading AI smart factory in collaboration with Nvidia [2][4]. Group 1: Partnership and Collaboration - Foxconn and Nvidia have a long-term strategic partnership, collaborating in AI server manufacturing, autonomous driving, and robotics [3]. - The Houston factory will be one of the first to deploy humanoid robots driven by Nvidia's Isaac GR00T N model, which is designed to accelerate humanoid robot development [4]. Group 2: Expansion Plans - Foxconn plans to expand its AI server production scale in Texas, Wisconsin, and California to meet the growing demand for AI solutions [4]. - The company is focused on providing advanced AI data center solutions to help its major clients maintain a competitive edge in the AI race [5]. Group 3: Market Trends - Nvidia is accelerating its entry into the humanoid robot market, with Foxconn preparing production lines, expected to be showcased at the upcoming Hon Hai Technology Day in November [6]. - Nvidia's CEO highlighted the global labor shortage and emphasized that robots represent a significant consumer electronics opportunity, stating that jobs will not be taken by robots but by those who can utilize AI [7].