研報掘金丨上海證券:首予工業富聯“買入”評級,迎AI發展契機
上海證券研報指出,工業富聯(601138.SH)致力於成為全球領先的智能製造及工業互聯網解決方案服務商,以“智能製造+工業互聯網、大數據+機器人” 為“2+2”驅動戰略核心,在亞洲、歐洲和北美的12個國家和地區開展全球化生產佈局,生產呈現跨區域屬性,核心客户顯現跨行業性表徵。公司迎AI發展契機,深度綁定北美大客户。公司已實現100G、200G、400G等高速交換機的量產交付, 800G交換機也進入 NPI階段, 高速交換機業務發展大有可為。首次覆蓋,給予“買入”評級。
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