foxconn

AI 泡沫论者今天又挨了一记，这回出手的是个代工厂。
10 月 5 日，鸿海（Foxconn，英伟达最大的服务器组装商）公布：7–9 月营收 3.03 万亿新台币（约 954 亿美元），同比 +47%。
LSEG SmartEstimate 预期是 2.83 万亿。直接 beat 一大截。
只筛 3 个点👇
1️⃣ 这不是 PPT，是出货。鸿海给 NVIDIA 组 AI 服务器机柜，营收就是订单落地的结果。比任何 CEO 访谈都硬。
2️⃣ 环比也猛。Q2 是 2.53 万亿新台币，按公开数字粗算，Q3 环比大约 +20%。8 月发 Q2 财报时它自己说 Q3 会"环比显著增长、同比强劲增长"，现在算是交了作业。
3️⃣ 跟刚才那篇星展 CIO"NVDA 17 倍 PE 谈不上泡沫"连起来看：估值端有人说不贵，供应链端营收在加速。叙事 + 数据，难得同框。
我的判断：AI capex 这条线还没到收手的时候。美股科技龙头的盈利是订单一单一单堆出来的，这时候去空 Nasdaq-100，勇气可嘉，钱包可惜。
对币圈：AI 算力叙事 + 美股风险偏好还在，$BTC 这类高 beta 资产的流动性环境就不至于太差。但别直接画等号，币价有自己的剧本。
风险提示：这是未经审计的营收，不是利润；毛利率、AI 服务器具体占比要等季度财报。美债收益率还在高位，估值压缩的风险没消失。
来源：Reuters（10/5）援引鸿海声明；鸿海 Q2 财报（8/12）；BlockBeats 快讯为线索。
不构成投资建议，DYOR。
#AI #美股 #Foxconn $BTC

Apple CEO Tim Cook visited Foxconn's Houston plant on Thursday alongside U.S. Commerce Secretary Howard Lutnick, marking one of his final public appearances at the facility. The visit focused on the company's ongoing investment in U.S. manufacturing capabilities and highlighted the development of a new Mac Mini assembly line.
The new assembly line is located within a 170,000-square-foot building at the Foxconn facility, which had previously been used for producing AI servers for Apple. The company expects this line to begin production soon, signaling a significant step in Foxconn's efforts to expand its manufacturing footprint in the United States.
During the visit, Cook and Lutnick also discussed the launch of a new manufacturing academy designed to train workers for high-tech production roles. This initiative aims to strengthen the U.S. supply chain and support the company's long-term growth strategy in the region by developing a skilled workforce.
The move underscores Apple's commitment to local manufacturing and its broader push to diversify supply chains amid global uncertainties. The Houston plant's expansion and new training programs are expected to bolster Apple's production capacity and reinforce its presence in the U.S. market.
More details are available in the official Binance Square post. #Apple #Foxconn #Manufacturing