是假新闻！马斯克否认SpaceX(SPCX.US)向富士康订购520亿美元英伟达(NVDA.US)AI服务器

智通财经07-20 22:42

智通财经APP获悉，针对有关SpaceX(SPCX.US)向富士康订购价值约520亿美元英伟达(NVDA.US)AI服务器的报道，SpaceX首席执行官马斯克周一在社交平台上予以否认，直言相关消息“是假新闻”。

此前，媒体报道称，富士康母公司鸿海精密已获得SpaceX新一代AI服务器订单，SpaceX计划部署逾1.3万个基于英伟达GB300平台的服务器机柜。报道估算，若按每个机柜约400万美元计算，订单价值接近520亿美元。不过，这一数字并非合同金额，而是基于单机柜成本推算得出的理论规模。

截至发稿，鸿海及英伟达均未就相关报道置评。

Citrini分析师Jukan此前发文称，鸿海已打破戴尔(DELL.US)和超微电脑(SMCI.US)在AI服务器代工领域的双头垄断，首次获得SpaceX下一代GB300 AI服务器制造订单。

Jukan还表示，该订单尚未反映在鸿海现有业绩指引中，意味着公司AI业务增长动能可能远超市场预期。叠加旗下工业富联(FII)表现强劲，市场对鸿海下半年业绩的预期已明显升温。

受相关消息影响，SpaceX周一美股盘前上涨约1%，但开盘后抹去所有涨幅，现跌1.77%。随着马斯克公开否认报道真实性，市场也开始重新评估相关传闻的可信度。

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