工业富联：中国人工智能增长带来的上行空间；目标价上调至 33 元人民币-Foxconn Industrial Internet Co. Ltd. Upside from China AI Growth; PT Up to Rmb33

July 20, 2025 10:12 PM GMT Foxconn Industrial Internet Co. Ltd. | Asia Pacific Upside from China AI Growth; PT Up to Rmb33 | What's Changed | | | | --- | --- | --- | | Foxconn Industrial Internet Co. Ltd. (601138.SS) | From | To | | Price Target | Rmb25.50 | Rmb33.00 | We expect FII to benefit from China's AI development when Nvidia resumes GPU shipments to China, given its supply exposure to major CSPs. Globally, AI demand into 2026 should continue to drive FII's AI server and network device offerings. We ...