鸿海季度销售额优于分析师预期 得益于AI热潮带动需求

环球市场播报
Jan 05

  随着全球科技公司加快人工智能AI数据中心建设,鸿海报告季度销售额增长22%。

  英伟达的这家主要服务器组装合作伙伴周一公布,截至12月份的季度销售额为2.6万亿元新台币(826亿美元)。分析师此前平均预期约为2.4万亿元。

  包括英伟达及其内存合作伙伴美光科技在内的芯片公司,最近再次确认了未来几个季度AI需求将保持强劲的预期。英伟达在11月表示,1月季度的销售额将在约650亿美元,比分析师的预期高出约30亿美元。这家芯片制造商还表示,未来几个季度有望实现5000亿美元的营收,而且这一数字可能比预期还要高。

  但人们对AI泡沫的担忧依然存在。投资者仍然担心大型科技公司承诺在AI基础设施上投入数千亿美元,但这些资金却无法立即产生回报。

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责任编辑:刘明亮

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