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受益AI!富士康Q4淨利潤增長33%,遠超預期
格隆匯 03-14 17:18

週四,蘋果產業鏈富士康公佈了去年四季度的業績,大大超出分析師預期。

此前,受益於對AI的樂觀預期,富士康的股價今年以來累計上升超15%。

業績遠超預期

去年四季度,富士康淨利潤同比增長33%,連續第二個季度增長,達到532億新台幣,遠遠超過分析師預期的438億新台幣。

其中,包括智能手機在內的消費電子產品佔收入的58%,包括服務器在內的雲和網絡產品貢獻了20%的收入。

富士康的CEO劉揚表示,公司整體業績“好於預期”,並指出全年營收達到 6.16 萬億新台幣,為2022年後的“第二高”。

展望未來,富士康預計,第一季度營收將較上年同期略有下降,智能電腦電子產品的營收也可能下降。 富士康認為,今年第一季度的經濟放緩將與前三年同期相似。

不過,全年來看,富士康表示,預計2024年的收入將同比大幅增長。

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公司正在轉型

AI為富士康帶來了新的增長點,公司上季度業績超預期也主要歸功於對生成式AI不斷增長的需求。

去年十月,富士康曾宣佈將與英偉達合作創建“人工智能工廠”,推動下一代產品的製造。

劉揚表示:“人工智能服務器將成為今年增長的主要動力。”富士康預計,該領域將佔服務器整體收入的40%。

他透露,富士康正在從製造公司轉型為綜合平台提供商,今年的重點將放在電動汽車、人工智能、半導體和近地軌道衞星上。

劉揚表示,由於人工智能的需求,富士康2024年的前景已從中性增長變為顯著增長,但富士康仍面臨挑戰。

來自蘋果的收入佔到富士康的一半以上,但目前蘋果的iPhone銷量面臨挑戰。而Counterpoint Research數據顯示,今年前六週,iPhone在中國的銷量意外下降了24%。

彭博分析師Robert Lea認為,富士康去年四季度業績出現了良好的連續反彈,部分原因是人工智能方面的推動,但如果退後一步,縱觀2023年,就會發現這是相對疲軟的一年。隨着主要客户開始重建庫存,該公司今年的表現應該會好得多。

摩根大通認為,隨着市場越來越關注到富士康在AI服務器領域的前景,股價升勢可能會延續。 

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