鸿海-7 月营收在 8 - 10 月实现 7% 同比增长；给予 “买入” 评级-Hon Hai (2317.TW)_ July revenues +7 YoY growth in Aug-Oct ; Buy
2025-08-06 03:33
5 August 2025 | 11:08PM HKT Hon Hai (2317.TW): July revenues +7% YoY; AI Server and Smartphones support double digit % YoY growth in Aug-Oct ; Buy Hon Hai's July revenues increased +7% YoY or +14% MoM to NT$614bn, 6% higher than our estimates (report link). If measured by USD, July revenues went up by 17% YoY/ 15% MoM, per management, reflecting FX impact. On MoM, all four segments are in positive MoM, with PC is the strongest one, driven by major brand customers' promotion season (back to school), followed ...