研報掘金丨方正證券:工業富聯全面擁抱AI黃金機遇,維持“強烈推薦”評級
方正證券研報指出,工業富聯(601138.SH)堅持以AI技術為發展核心,以AI實現智能製造,以技術驅動AI產品,公司緊抓機遇,持續加大技術和產品研發,不斷獲得全球頂尖客户的認可。後面公司將持續加強AI基礎設施產品技術,主要體現在包括AI數據中心、高速交換機、GPU、AI 服務器、先進液冷散熱技術等方面的產品優勢。公司目前主要客户涵蓋全球,市場佔有率超過75%,實現100G、200G、400G 等高速交換機的量產交付,800G交換機也已進入NPI階段,預計2024年可貢獻營業收入。維持“強烈推薦”評級。
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