Group 1 - The core viewpoint of the report is that Industrial Fulian (601138.SH) is rated as a "buy" due to several positive factors supporting its revenue growth [2] Group 2 - The GB200 series is ramping up production with improving yield rates, which injects momentum into the company's revenue growth [2] - Revenue from precision components is steadily increasing, and the rapid deployment of 800G high-speed switches is contributing positively [2] - Significant capital expenditure increases from North American cloud vendors are supporting AI computing power demand, with ASIC expected to open new growth opportunities [2]

受益于AI相关业务的强势增长，工业富联上半年营收、利润同比增超30%，且均创历史新高。但经营性 现金流净额同比下滑70.76%。 8月10日周日，工业富联发布半年度业绩，具体来看： 上半年营收3607.6亿元，同比增长35.58%。 | 归属于上市公司股东的净利润 | 12,113,357 | 8,739,098 | 38.61 | | --- | --- | --- | --- | | 归属于上市公司股东的扣除非经 常性损益的净利润 | 11,667,840 | 8,533,233 | 36.73 | | 经营活动产生的现金流量净额 | 1,407,028 | 4,811,444 | -70.76 | | 加权平均净资产收益率(%) | 7.64 | 6.02 | 增加1.62个百分点 | | 基本每股收益(元/股) | 0.61 | 0.44 | 38.64 | | 稀释每股收益(元/股) | 0.61 | 0.44 | 38.64 | 工业富联2025年上半年营业收入达到3607.6亿元，同比大幅增长35.58%，这一增幅在当前制造业整体承 压的环境下显得格外突出。同时，归属于上市公司股东的净利润为12 ...

智通财经5月29日电，英伟达CFO表示，微软已经部署了数万个Blackwell图形处理器（GPU），预计将 增加至数十万个GB200系列，OpenAI是其主要客户之一。 ...