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研报掘金丨华创证券:工业富联云计算服务器出货量全球第一,维持“强推”评级

Research Report Nuggets丨Huachuang Securities: IFF ranks first in the world in cloud computing server shipments, maintaining a “strong push” rating

Gelonghui Finance ·  Mar 15 02:57

The Huachuang Securities Research Report pointed out that under the AI wave, servers have ushered in a new round of development as computing power infrastructure. Industrial-Wealink (601138.SH) cloud computing servers are the most sold in the world, cooperating with leading customers to enjoy industry development dividends; Netcom and industrial Internet businesses are also expected to benefit from new digital infrastructure entering a new stage of development. Maintain a “strong” rating. The company's high-speed switch and router revenue showed double-digit growth compared to the same period last year. 800G high-speed switches have carried out NPI, and are expected to start increasing and contributing to revenue in 2024, and the company's product structure is expected to be further optimized. Apple leads terminal innovation, and structural components continue to be upgraded. The company is a leader in smart terminal structural components and is expected to benefit from industry upgrades.

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