工业富联_董事长炉边谈话_AI 服务器持续扩张；领先地位巩固，利润率提升；买入评级

22 February 2026 | 6:49PM HKT Equity Research Foxconn Industrial Internet (601138.SS): Chairman Fireside Chat: AI servers in expansion; leading position with enhancing margins; Buy We hosted FII's Chairman for a fireside chat on Jan 14 in Hong Kong. Management remains positive on AI servers ramp-up with enhancing profitability via improving yield rate, efficiency, and focusing on CSPs (cloud services providers) clients. As we highlighted in our Hon Hai deep-dive report, we are positive on Hon Hai / FII on ( ...