601138 工业富联
已收盘 04-14 15:00:00
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4月14日工业富联涨5.78%，通信ETF国泰基金重仓该股
证券之星 · 16:15
4月14日工业富联涨5.78%，通信ETF国泰基金重仓该股
工业富联涨5.78%，信达证券一个月前给出“买入”评级
证券之星 · 16:15
工业富联涨5.78%，信达证券一个月前给出“买入”评级
主力复盘：21.22亿抢筹工业富联 26.01亿流出华工科技
东方财富网 · 15:32
主力复盘：21.22亿抢筹工业富联 26.01亿流出华工科技
4月8日工业富联涨7.66%，通信ETF国泰基金重仓该股
证券之星 · 04-08
4月8日工业富联涨7.66%，通信ETF国泰基金重仓该股
工业富联涨7.66%，信达证券三周前给出“买入”评级
证券之星 · 04-08
工业富联涨7.66%，信达证券三周前给出“买入”评级
工业富联最新公告：完成5亿元股份回购并拟注销本次回购已实施完毕
证券之星 · 03-30
工业富联最新公告：完成5亿元股份回购并拟注销本次回购已实施完毕
工业富联：截至2026年2月28日公司普通股股东总数为732173户
证券日报网 · 03-24
工业富联：截至2026年2月28日公司普通股股东总数为732173户
真金白银回报投资者，沪市多家公司宣告分红
21世纪经济报道 · 03-23
真金白银回报投资者，沪市多家公司宣告分红
3月23日工业富联跌5.37%，国泰中证全指通信设备ETF基金重仓该股
证券之星 · 03-23
3月23日工业富联跌5.37%，国泰中证全指通信设备ETF基金重仓该股
每周股票复盘：工业富联（601138）3月20日发生大宗交易成交206.23万元
证券之星 · 03-22
每周股票复盘：工业富联（601138）3月20日发生大宗交易成交206.23万元
3月20日工业富联发生1笔大宗交易 成交金额206.23万元
证券之星 · 03-20
3月20日工业富联发生1笔大宗交易 成交金额206.23万元
锚定中国供应链！苹果高管今年首次访华，打卡富士康、欣旺达
21世纪经济报道 · 03-18
锚定中国供应链！苹果高管今年首次访华，打卡富士康、欣旺达
688031突遭减持，股价大跳水！英伟达营收剑指万亿美元，国产算力需求旺盛，多只概念股业绩炸裂
数据宝 · 03-17
688031突遭减持，股价大跳水！英伟达营收剑指万亿美元，国产算力需求旺盛，多只概念股业绩炸裂
超百家A股公司成绩单出炉！AI算力、半导体……这些板块业绩亮眼
e公司 · 03-17
超百家A股公司成绩单出炉！AI算力、半导体……这些板块业绩亮眼
信达证券：给予工业富联买入评级
证券之星 · 03-12
信达证券：给予工业富联买入评级
工业富联年报点评：苹果新机+Rubin或驱动26收入高增
华泰证券 · 03-12
工业富联年报点评：苹果新机+Rubin或驱动26收入高增
工业富联（601138）2025年年报简析：营收净利润同比双双增长，公司应收账款体量较大
证券之星 · 03-12
工业富联（601138）2025年年报简析：营收净利润同比双双增长，公司应收账款体量较大
工业富联“赢麻了”？业绩+分红齐创新高！华宝基金电子ETF（515260）实时成交额超8500万元，交投火热！
新浪基金 · 03-11
工业富联“赢麻了”？业绩+分红齐创新高！华宝基金电子ETF（515260）实时成交额超8500万元，交投火热！
国金证券：给予工业富联买入评级
证券之星 · 03-11
国金证券：给予工业富联买入评级
四利好引爆算力！英伟达大会或催化哪些股
腾讯自选股综合 · 03-11
四利好引爆算力！英伟达大会或催化哪些股
公司概况
公司名称：
富士康工业互联网股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2018-06-08
主营业务：
富士康工业互联网股份有限公司的主营业务是设计、研发、制造和销售通信及移动网络设备、云计算、工业互联网及机器人等电子设备产品。公司的主要产品是3C电子产品。
发行价格：
13.77
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16:15","pubTimestamp":1776154523,"startTime":"0","endTime":"0","summary":"证券之星消息，4月14日工业富联涨5.78%，收盘报58.92元，换手率1.28%，成交量254.95万手，成交额148.57亿元。重仓工业富联的前十大公募基金请见下表：该股最近90天内共有15家机构给出评级，买入评级12家，增持评级3家；过去90天内机构目标均价为81.08。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共450家，其中持有数量最多的公募基金为国泰基金的通信ETF国泰。通信ETF国泰目前规模为136.38亿元，最新净值1.2158，较上一交易日下跌0.65%，近一年上涨223.78%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041400025367.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1997245177.USD","LU2148510915.USD","LU2580892789.USD","LU1997245094.SGD","LU1781817850.SGD","LU1255011170.USD","LU2097828557.USD","BK0214","LU1580142542.USD","LU2097828474.EUR","LU1979443071.USD","LU2097828714.EUR","LU1064131003.USD","LU1064130708.USD","LU2289578879.USD","LU1934453819.USD","LU2097828805.USD","LU2495084118.USD","LU0456827905.SGD","SGXZ81163826.USD","LU2097828631.EUR","LU1655091616.SGD","LU0210526637.USD","LU1997244956.HKD","601138","LU2580892862.HKD","SGXZ49509284.SGD","LU0051755006.USD","515880"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627163234","title":"工业富联涨5.78%，信达证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2627163234","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627163234?lang=zh_cn&edition=full","pubTime":"2026-04-14 16:15","pubTimestamp":1776154504,"startTime":"0","endTime":"0","summary":"今日工业富联涨5.78%，收盘报58.92元。2026年3月12日，信达证券研究员莫文宇发布了对工业富联的研报《工业富联2025年年报点评：云计算业务快速增长，AI算力驱动新周期》，该研报对工业富联给出“买入”评级。公司系算力产业链核心个股，我们看好公司在该领域的发展前景，维持对公司的“买入”评级。此外，中银证券研究员李圣宣,苏凌瑶，国金证券研究员张真桢近期也对该股发布了研报，同样给出“买入”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041400025356.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601059","601138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627147984","title":"主力复盘：21.22亿抢筹工业富联 26.01亿流出华工科技","url":"https://stock-news.laohu8.com/highlight/detail?id=2627147984","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627147984?lang=zh_cn&edition=full","pubTime":"2026-04-14 15:32","pubTimestamp":1776151924,"startTime":"0","endTime":"0","summary":"4月14日，沪指涨0.95%，深成指涨1.61%，创业板指涨2.36%。两市成交额2.38万亿，较上个交易日放量2334亿。数据显示，今日大盘主力资金净流出69.83亿。半导体、消费电子、电池等板块主力资金流入排名居前，其中半导体净流入36.41亿元。主力净买入个股中，工业富联排名第一，主力净买入21.22亿元；兆易创新排名第二，主力净买入15.33亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/news/11782,202604143704336250.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"east_money_stock","symbols":["LU1064130708.USD","LU2148510915.USD","BK0122","LU0210526637.USD","LU1997244956.HKD","LU2097828557.USD","LU2097828805.USD","SGXZ49509284.SGD","601138","BK0028","LU2097828714.EUR","LU1655091616.SGD","LU1997245177.USD","000988","LU2097828631.EUR","SGXZ81163826.USD","BK0121","LU2097828474.EUR","BK0143","LU1580142542.USD","LU1255011170.USD","LU1934453819.USD","LU2495084118.USD","BK0188","LU1997245094.SGD","LU0051755006.USD","LU2580892789.USD","LU2289578879.USD","BK0073","LU0456827905.SGD","LU1064131003.USD","LU1979443071.USD","BK0072","LU2580892862.HKD","BK0076","LU1781817850.SGD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625919125","title":"4月8日工业富联涨7.66%，通信ETF国泰基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2625919125","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625919125?lang=zh_cn&edition=full","pubTime":"2026-04-08 16:30","pubTimestamp":1775637005,"startTime":"0","endTime":"0","summary":"证券之星消息，4月8日工业富联涨7.66%，收盘报56.61元，换手率1.27%，成交量251.76万手，成交额138.75亿元。重仓工业富联的前十大公募基金请见下表：该股最近90天内共有15家机构给出评级，买入评级12家，增持评级3家；过去90天内机构目标均价为81.08。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共450家，其中持有数量最多的公募基金为国泰基金的通信ETF国泰。通信ETF国泰目前规模为136.38亿元，最新净值1.1125，较上一交易日上涨0.2%，近一年上涨210.58%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040800025064.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2097828805.USD","LU1580142542.USD","LU1655091616.SGD","LU2097828631.EUR","LU1979443071.USD","LU2580892862.HKD","LU1064130708.USD","LU1997244956.HKD","601138","LU1064131003.USD","LU1934453819.USD","SGXZ49509284.SGD","LU0456827905.SGD","515880","LU2495084118.USD","LU2097828474.EUR","LU2289578879.USD","LU2097828557.USD","LU1997245094.SGD","LU2148510915.USD","LU1255011170.USD","SGXZ81163826.USD","BK0214","LU2580892789.USD","LU1997245177.USD","LU0051755006.USD","LU2097828714.EUR","LU1781817850.SGD","LU0210526637.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625128919","title":"工业富联涨7.66%，信达证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2625128919","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625128919?lang=zh_cn&edition=full","pubTime":"2026-04-08 16:29","pubTimestamp":1775636991,"startTime":"0","endTime":"0","summary":"今日工业富联涨7.66%，收盘报56.61元。2026年3月12日，信达证券研究员莫文宇发布了对工业富联的研报《工业富联2025年年报点评：云计算业务快速增长，AI算力驱动新周期》，该研报对工业富联给出“买入”评级。公司系算力产业链核心个股，我们看好公司在该领域的发展前景，维持对公司的“买入”评级。此外，中银证券研究员李圣宣,苏凌瑶，国金证券研究员张真桢近期也对该股发布了研报，同样给出“买入”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040800025062.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601138","601059"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623312357","title":"工业富联最新公告：完成5亿元股份回购并拟注销本次回购已实施完毕","url":"https://stock-news.laohu8.com/highlight/detail?id=2623312357","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623312357?lang=zh_cn&edition=full","pubTime":"2026-03-30 19:40","pubTimestamp":1774870814,"startTime":"0","endTime":"0","summary":"工业富联(601138.SH)公告称，公司本次股份回购计划已达到回购金额下限，本次回购已实施完毕。本次回购实际使用资金总额5亿元，累计回购股份1410.35万股，占总股本0.07%，回购价格区间为18.40元/股至63.40元/股，均价35.45元/股。根据方案，所回购股份将全部用于注销并减少注册资本，注销日期为2026年3月31日。本次回购不会对公司日常经营、财务状况及股权分布产生重大影响，公司控制权未发生变化。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026033000030561.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2148510915.USD","LU1997245177.USD","LU2289578879.USD","LU2495084118.USD","LU1997244956.HKD","LU1997245094.SGD","LU0456827905.SGD","SGXZ81163826.USD","LU1655091616.SGD","LU1781817850.SGD","LU2580892862.HKD","LU2097828631.EUR","601138","LU1255011170.USD","LU0051755006.USD","LU2097828557.USD","SGXZ49509284.SGD","LU2097828714.EUR","LU1064131003.USD","LU2097828474.EUR","LU1064130708.USD","LU2097828805.USD","LU1580142542.USD","LU1979443071.USD","LU2580892789.USD","BK0214","LU0210526637.USD","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621507280","title":"工业富联：截至2026年2月28日公司普通股股东总数为732173户","url":"https://stock-news.laohu8.com/highlight/detail?id=2621507280","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621507280?lang=zh_cn&edition=full","pubTime":"2026-03-24 16:44","pubTimestamp":1774341840,"startTime":"0","endTime":"0","summary":"证券日报网讯3月24日，工业富联在互动平台回答投资者提问时表示，根据公司2025年年度报告，截至2026年2月28日，公司普通股股东总数为732173户。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-03-24/doc-inhsarqu1750712.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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17:54","pubTimestamp":1774259654,"startTime":"0","endTime":"0","summary":"随着年报季到来，多家沪市公司在年报披露同时预告了分红计划，以真金白银为沪市公司价值提供有力支撑。截至目前，沪市共122家公司发布了年报，其中120家均宣布了派现方案，占比超过98%。主板披露年报的89家公司中，70家公司发布分红预案，预计分红金额765.24亿元。科创板公司已有33家披露年报，其中31家宣布分红，预计分红总金额为37.88亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603233681054241.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603233681054241.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["601998","00386","02899","BK4547","601138","ZIJMY","BK4588","688256","601899","CHCJY","00998","BK4535","688425","600028","BK4585"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2621775939","title":"3月23日工业富联跌5.37%，国泰中证全指通信设备ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2621775939","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621775939?lang=zh_cn&edition=full","pubTime":"2026-03-23 16:23","pubTimestamp":1774254212,"startTime":"0","endTime":"0","summary":"证券之星消息，3月23日工业富联跌5.37%创60日新低，收盘报47.6元，换手率0.69%，成交量137.1万手，成交额65.99亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共450家，其中持有数量最多的公募基金为国泰基金的国泰中证全指通信设备ETF。国泰中证全指通信设备ETF目前规模为136.38亿元，最新净值1.0778，较上一交易日上涨1.7%，近一年上涨141.64%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032300024694.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0051755006.USD","LU1997245177.USD","LU1064130708.USD","LU2097828805.USD","LU0210526637.USD","159583","LU2289578879.USD","601138","LU2148510915.USD","LU1934453819.USD","LU2495084118.USD","LU0456827905.SGD","LU2097828474.EUR","LU1781817850.SGD","LU2097828557.USD","LU1997244956.HKD","LU2097828714.EUR","LU1064131003.USD","LU1979443071.USD","LU2097828631.EUR","LU1255011170.USD","LU1997245094.SGD","BK0214","LU2580892862.HKD","000985.SH","LU1580142542.USD","SGXZ81163826.USD","LU2580892789.USD","LU1655091616.SGD","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621795107","title":"每周股票复盘：工业富联（601138）3月20日发生大宗交易成交206.23万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621795107","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621795107?lang=zh_cn&edition=full","pubTime":"2026-03-22 01:07","pubTimestamp":1774112831,"startTime":"0","endTime":"0","summary":"截至2026年3月20日收盘，工业富联（601138）报收于50.3元，较上周的52.49元下跌4.17%。本周，工业富联3月17日盘中最高价报53.18元。3月19日盘中最低价报50.2元。工业富联当前最新总市值9988.67亿元，在消费电子板块市值排名1/90，在两市A股市值排名14/5190。本周关注点来自交易信息汇总：3月20日工业富联发生1笔大宗交易，成交金额206.23万元交易信息汇总3月20日工业富联发生1笔大宗交易，成交金额206.23万元以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032200000038.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2289578879.USD","LU2097828805.USD","LU1655091616.SGD","LU1997245177.USD","LU0210526637.USD","LU2097828474.EUR","LU1979443071.USD","LU1580142542.USD","BK0214","LU1064130708.USD","LU2580892789.USD","LU2580892862.HKD","LU0456827905.SGD","LU2097828714.EUR","LU1781817850.SGD","LU2495084118.USD","LU2097828557.USD","SGXZ49509284.SGD","LU2148510915.USD","LU0051755006.USD","LU1255011170.USD","LU1934453819.USD","601138","LU1997244956.HKD","LU1997245094.SGD","LU2097828631.EUR","SGXZ81163826.USD","LU1064131003.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620578176","title":"3月20日工业富联发生1笔大宗交易 成交金额206.23万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620578176","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620578176?lang=zh_cn&edition=full","pubTime":"2026-03-20 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10:05","pubTimestamp":1773713100,"startTime":"0","endTime":"0","summary":"A股上市公司年报披露工作正紧锣密鼓地展开，截至2026年3月16日晚8时，已有超百家公司公告2025年业绩。 从已披露数据看，过去一年A股市场呈现“龙头公司持续领跑、新兴产业景气延续”的鲜明特征，约八成公司业绩实现盈利，合计营收规模已突破2万亿元。 从行业分布看，目前已披露2025年年报的上市公司群体中，AI算力、半导体等新兴产业企业表现尤为亮眼。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/zqgd/2026-03-17/doc-inhrhavu5488736.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["03750","601138","BK4588","BK4585","688256","300750","BK4535"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2618132735","title":"信达证券：给予工业富联买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2618132735","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618132735?lang=zh_cn&edition=full","pubTime":"2026-03-12 21:10","pubTimestamp":1773321033,"startTime":"0","endTime":"0","summary":"信达证券股份有限公司莫文宇近期对工业富联进行研究并发布了研究报告《工业富联2025年年报点评：云计算业务快速增长，AI算力驱动新周期》，给予工业富联买入评级。公司系算力产业链核心个股，我们看好公司在该领域的发展前景，维持对公司的“买入”评级。最新盈利预测明细如下：该股最近90天内共有14家机构给出评级，买入评级11家，增持评级3家；过去90天内机构目标均价为83.42。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026031200037692.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601138","601059"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618521184","title":"工业富联年报点评：苹果新机+Rubin或驱动26收入高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2618521184","media":"华泰证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618521184?lang=zh_cn&edition=full","pubTime":"2026-03-12 16:14","pubTimestamp":1773303290,"startTime":"0","endTime":"0","summary":"展望2026年：1)据Trendforce，北美CSP资本开支或保持61%的强劲增长，在Rubin等英伟达下一代服务器出货的带动下，我们预测公司云计算业务2026年收入保持83%的强劲增长，2)在手机市场总体承压的大环境下，苹果新机的规格升级有望提升公司相关业务产品单价，推动公司收入增长。目标价93元，重申买入。2026展望：苹果新机+Rubin升级或驱动2026年收入继续高增展望2026年，我们认为：1)AI需求驱动下，2026年全球CSP资本开支有望继续强劲增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031216295797af1f94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:56","pubTimestamp":1773212160,"startTime":"0","endTime":"0","summary":"今日双双覆盖苹果产业链+半导体产业链的电子ETF场内价格早盘摸高0.73%，午后陷入水面以下，现跌0.59%，实时成交额超8500万元，交投火热！该ETF场内频现溢价区间，显示买盘资金更为强势，伴随成交大幅放量，或有资金逢跌进场布局！ 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