[新聞] 伺服器拉貨強勁 鴻海調高Q1展望
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原文標題：伺服器拉貨強勁 鴻海調高Q1展望
原文連結：https://www.worldjournal.com/wj/amp/story/121347/8540827
發布時間：2025-02-11 01:11 記者蕭君暉／綜合報導
記者署名：記者蕭君暉／綜合報導
內文：
鴻海10日公布元月合併營收為5387億台幣（164億美元），雖因農曆年長假導致工作天數較少而月減17.74%，仍是同期次高，年增3.16%。
受惠輝達GB200 AI伺服器拉貨動能強勁，鴻海宣布上調本季展望為較去年同期「強勁成長」，預估將優於過去五年同期平均水準。鴻海表示，即使2024年第四季合併營收改寫單季新高，加上進入傳統淡季，現階段對本季能見度優於先前釋出的看法，因而上調展望。
法人指出，第一季是科技業傳統淡季，鴻海GB200 AI伺服器已從元月下旬大量出貨，挹注營收將更顯著，上半年業績有望淡季不淡。
鴻海表示，與去年12月相較，元月「雲端網路產品類別」顯著成長，主要受惠AI雲端產品拉貨動能強勁。「元件及其他產品類別」、「電腦終端產品類別」及「消費智能產品類別」 則呈現衰退，主要受農曆年假期導致工作天數較少所致。
供應鏈表示，鴻海在台灣、越南等地廠區於農曆年期間大動員，總計投入超過5000人全力趕工，達成輝達為GB200截至元月底會計年度所設定的交付目標。
心得/評論：
上調營收展望，較去年同期「強勁成長」，昨天在地板喊空的還在嗎？
還有一堆鄉民看空美超微，結果5天漲30%。
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