Foxconn Industrial Internet's Valuation Seems Stretched -- Market Talk

Dow Jones

Sep 09

0708 GMT - Foxconn Industrial Internet's valuation seems a bit stretched, Daiwa analysts say in a note. Current consensus of Nvidia's NVL72 AI server rack shipment in 2026 is at 60,000-70,000 units, up 10,000-20,000 units from the previous estimate, they say. That implies all extra units will be manufactured by FII and its parent company Foxconn, they note. However, the analysts think market expectations of 120,000 NVL72 rack shipments in 2026 are "extravagant" as that would require around 8.6 million graphic processing units, way beyond the number that Nvidia can deliver in 2026. Daiwa lowers its rating on FII to outperform from buy but raises its target price to CNY56.40 from CNY28.40 after its recent rally. Shares last ended at CNY48.79. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

September 09, 2025 03:08 ET (07:08 GMT)

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Current consensus of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s NVL72 AI server rack shipment in 2026 is at 60,000-70,000 units, up 10,000-20,000 units from the previous estimate, they say. That implies all extra units will be manufactured by FII and its parent company Foxconn, they note. However, the analysts think market expectations of 120,000 NVL72 rack shipments in 2026 are \"extravagant\" as that would require around 8.6 million graphic processing units, way beyond the number that Nvidia can deliver in 2026. Daiwa lowers its rating on FII to outperform from buy but raises its target price to CNY56.40 from CNY28.40 after its recent rally. Shares last ended at CNY48.79. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 09, 2025 03:08 ET (07:08 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foxconn Industrial Internet's Valuation Seems Stretched -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFoxconn Industrial Internet's Valuation Seems Stretched -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-09 15:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0708 GMT - <a href=\"https://laohu8.com/S/601138\">Foxconn Industrial Internet</a>'s valuation seems a bit stretched, Daiwa analysts say in a note. Current consensus of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s NVL72 AI server rack shipment in 2026 is at 60,000-70,000 units, up 10,000-20,000 units from the previous estimate, they say. That implies all extra units will be manufactured by FII and its parent company Foxconn, they note. However, the analysts think market expectations of 120,000 NVL72 rack shipments in 2026 are \"extravagant\" as that would require around 8.6 million graphic processing units, way beyond the number that Nvidia can deliver in 2026. Daiwa lowers its rating on FII to outperform from buy but raises its target price to CNY56.40 from CNY28.40 after its recent rally. Shares last ended at CNY48.79. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 09, 2025 03:08 ET (07:08 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2566661649","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2566661649","pubTimestamp":1757401680,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0708 GMT - Foxconn Industrial Internet's valuation seems a bit stretched, Daiwa analysts say in a note. Current consensus of Nvidia's NVL72 AI server rack shipment in 2026 is at 60,000-70,000 units, up 10,000-20,000 units from the previous estimate, they say. That implies all extra units will be manufactured by FII and its parent company Foxconn, they note. However, the analysts think market expectations of 120,000 NVL72 rack shipments in 2026 are \"extravagant\" as that would require around 8.6 million graphic processing units, way beyond the number that Nvidia can deliver in 2026. Daiwa lowers its rating on FII to outperform from buy but raises its target price to CNY56.40 from CNY28.40 after its recent rally. Shares last ended at CNY48.79. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"富士康工业互联网估值似乎捉襟见肘——市场热议","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601138":0.9,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"content_text":"0708 GMT - Foxconn Industrial Internet's valuation seems a bit stretched, Daiwa analysts say in a note. Current consensus of Nvidia's NVL72 AI server rack shipment in 2026 is at 60,000-70,000 units, up 10,000-20,000 units from the previous estimate, they say. That implies all extra units will be manufactured by FII and its parent company Foxconn, they note. However, the analysts think market expectations of 120,000 NVL72 rack shipments in 2026 are \"extravagant\" as that would require around 8.6 million graphic processing units, way beyond the number that Nvidia can deliver in 2026. Daiwa lowers its rating on FII to outperform from buy but raises its target price to CNY56.40 from CNY28.40 after its recent rally. Shares last ended at CNY48.79. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 09, 2025 03:08 ET (07:08 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}