工业富联- 鸿海云 8 月强劲增长反映人工智能服务器需求旺盛；目标价上调至 68.3 元；买入

Foxconn Industrial Internet (601138.SS): Hon Hai Cloud strong growth in Aug reflects AI servers strong ramp up; TP up to Rmb68.3; Buy 6 September 2025 | 12:14AM HKT c45a43530f604d12bcb9a82b5aa6b9f6 Hon Hai reported Aug revenues with Cloud (mainly AI servers, supplied by FII) revenues delivered strongest MoM and YoY across the four business segments, reflecting FII's strong ramp up in rack-level AI servers. We remain positive on FII's leading market position in AI servers, and expect it to enjoy further mark ...