Foxconn Industrial Internet (.SS)_ Chairman visit takeaways_ Strong ramp up in AI servers; 400G _ 800G switch to support 2025E growth
2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 更多一手调研纪要和研报数据加V： Maintain Buy. Read more: FII 3Q24 results review. shuinu9870 更多一手调研纪要和研报数据加V： 11 November 2024 | 4:40PM HKT Foxconn Industrial Internet (601138.SS): Chairman visit takeaways: Strong ramp up in AI servers; 400G / 800G switch to support 2025E | --- | --- | |--------------------------------------------------------------------------- ...