电话会一边开股价一边继续涨,投资者对这个call还是挺满意的。除了收入利润的大超预期(说实话利润率持续超预期,AI贡献很明显),另一个最大亮点是Q4新增50亿美金订单,订单收入比达到了历史最高1.16,Q4新增订单环比Q3多了6亿美金,增量估计绝大部分来自于AI(最关键的一点)部分人关注的Q1指引收入环比Q4下滑是典型的季节性现象,和AI没任何关系。公司也明确指引了IT datacom也就是铜缆...
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