智通财经APP获悉，鸿海系集体走高，截至发稿，鸿腾精密(06088)涨8.51%，报2.55港元；富智康集团(02038)涨3.13%，报10.56港元。A股工业富联(601138.SH)涨停，报23.28元。
消息面上，据证券时报报道，知情人士表示，美国苹果公司最大的iPhone组装商富士康，已要求数百名中国工程师和技术人员，从其位于印度南部的iPhone工厂返回国内。具体原因尚且不明。据悉，苹果计划到2026年底在印度生产面向美国市场的大部分iPhone，但此举遭到美国总统特朗普的多次批评。
此外，兴业证券此前发布研报称，海外AI龙头CY25Q1维持积极的全年资本开支规划，AI算力需求持续增长有助于推动鸿腾精密XPU/GPU连接插槽、MCIO缆线、电源解决方案、冷却模块等解决方案需求，公司也在与母集团、合作伙伴共同开发CPO解决方案。依托鸿海集团在资源和产业链上的支撑，公司有望发挥技术实力和运营管理优势，AI业务有助于推动公司收入、盈利持续增长。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.