智通财经APP获悉,富智康集团(02038)盘中涨近7%,截至发稿,涨5.75%,报0.92港元,成交额1228.84万港元。
消息面上,富智康集团此前公布第三季业绩,营业收入及其他经营收入22.6亿美元,同比跌5.3%,溢利543.2万美元,而去年同期录得亏损2,036.5万美元,实现扭亏为盈。公司预计2024财年销售额将同比下降,主要因激烈竞争及客户外包策略变化导致销售额下降。尽管运营开支有所减少,但低资产使用率仍是主要挑战。公司预计通过优化客户组合及削减开支等措施,财务业绩有望在下半年改善。
值得注意的是,11月6日有媒体报道从,知情人士透露,苹果公司已与富士康展开接触,商讨在中国台湾生产人工智能服务器的相关事宜。鉴于苹果计划将生产的服务器主要用于自身需求,因此与富士康讨论的生产数量相对较少,目前双方的谈判尚未达成最终协议。
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