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研报掘金丨方正证券:工业富联全面拥抱AI黄金机遇,维持“强烈推荐”评级

Research Nuggets丨Fangzheng Securities: IFF fully embraces AI's golden opportunities and maintains a “Highly Recommended” rating

Gelonghui Finance ·  Mar 14 03:31

Fangzheng Securities Research Report pointed out that IFF (601138.SH) insists on AI technology as the core of development, uses AI to achieve intelligent manufacturing, and uses technology to drive AI products. The company seizes opportunities, continues to increase technology and product research and development, and continues to be recognized by top global customers. Later companies will continue to strengthen AI infrastructure product technology, mainly reflected in product advantages including AI data centers, high-speed switches, GPUs, AI servers, and advanced liquid cooling and cooling technology. Currently, the company's main customers cover the world, with a market share of over 75%. It has achieved mass production and delivery of 100G, 200G, 400G and other high-speed switches. 800G switches have also entered the NPI stage and are expected to contribute revenue in 2024. Maintain a “Highly Recommended” rating.

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