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Foxconn's Margins Could Recover as Scale Increases, Growth Slows -- Market Talk
Express News | Citic sec: The sample stocks of the CSI A500 index will be adjusted, with expected additions including foxconn industrial internet, shanxi xinghuacun fen wine factory, and wens foodstuff group.
Foxconn Industrial Internet (601138): Deepening the AI server industry chain as the escort of AI computing power transformation.
Cloud vendors' capital expenditure is expected to continue to rise, with a huge space for AI computing power. From the underlying principles, the slowing of Moore's Law and the Scaling Law together open up the upper limit of AI computing demand, as stronger models require larger parameters.
Foxconn Reiterates Forecasts After Record Profits
Express News | Fujikang: What we care about is the investment environment, and we will pay attention to what changes the new usa government will bring.
Express News | Fujikang: In the coming years, ai server will continue to grow rapidly.
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