--- title: "鸿海精密股价上涨，计划进军下一代人工智能技术" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/288021611.md" description: "富士康的股价上涨了 9.9%，因为该公司计划扩展到下一代人工智能技术，特别是用于数据传输的联合封装光学（CPO）。董事长刘扬伟宣布计划今年出货 10,000 个 CPO 开关，预计明年的产量将增加。对更快、更节能的光连接在人工智能基础设施中的需求推动了这一增长，预计到 2027 年，云服务提供商的支出将达到 1 万亿美元" datetime: "2026-05-29T06:35:42.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288021611.md) - [en](https://longbridge.com/en/news/288021611.md) - [zh-HK](https://longbridge.com/zh-HK/news/288021611.md) --- # 鸿海精密股价上涨，计划进军下一代人工智能技术 By Yang Jie and Sherry Qin Foxconn Technology Group's shares surged Friday as its chairman outlined a push into next-generation technology critical for the artificial‑intelligence infrastructure buildout. The Taiwanese company, which supplies Nvidia with AI servers, is in the process of scaling up production of co-packaged optics, or CPO, a data-transmission technology produced by only a handful of manufacturers worldwide at scale. Shares of Foxconn, formally known as Hon Hai Precision Industry, jumped 9.9% on Friday in Taipei, close to the 10% daily limit. The benchmark Taiex index ended 2.5% higher. Speaking at an annual shareholders meeting, Foxconn's chairman, Young Liu, said the company plans to ship about 10,000 CPO switches this year to meet client demand for massive AI builds. Next year, output is expected to multiply, he added. As AI workloads push electrical links to their limits, data-center operators are seeking faster, more power‑efficient optical connections. That has made CPO one of the most closely watched technologies in the AI infrastructure stack. CPO places high-speed optical connections directly inside switching hardware, replacing traditional pluggable transceivers to deliver faster data throughput and lower power use. Analysts expect CPO to be pushed further into the spotlight as AI giants like Nvidia incorporate optical technologies into future AI-networking systems and chipmakers like TSMC support the advanced packaging work needed to produce them at scale. Continued demand from cloud service providers is set to further underpin Foxconn's outlook, Liu said. After topping $700 billion this year, spending by major cloud providers could rise to $1 trillion in 2027, the chairman said. "Their capital expenditure is our market," Liu said, adding that this gives Foxconn great confidence in future growth. Write to Yang Jie at jie.yang@wsj.com and Sherry Qin at sherry.qin@wsj.com (END) Dow Jones Newswires May 29, 2026 02:15 ET (06:15 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [06088.HK](https://longbridge.com/zh-CN/quote/06088.HK.md) - [HNHPF.US](https://longbridge.com/zh-CN/quote/HNHPF.US.md) - [601138.CN](https://longbridge.com/zh-CN/quote/601138.CN.md) - [159583.CN](https://longbridge.com/zh-CN/quote/159583.CN.md) - [159695.CN](https://longbridge.com/zh-CN/quote/159695.CN.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [NXTG.US](https://longbridge.com/zh-CN/quote/NXTG.US.md) - [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md) - [588170.CN](https://longbridge.com/zh-CN/quote/588170.CN.md) - [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md) - [159546.CN](https://longbridge.com/zh-CN/quote/159546.CN.md) - [515880.CN](https://longbridge.com/zh-CN/quote/515880.CN.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md) - [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md) ## 相关资讯与研究 - [Hon Hai reports record revenue](https://longbridge.com/zh-CN/news/288887600.md) - [银河证券：半导体设备回调后配置价值凸显，北方华创切入面板级封装关键制程领域！](https://longbridge.com/zh-CN/news/289125953.md) - [通信 ETF 国泰盘中飙涨 5%，资金连续抢筹，份额两周激增 15.5%](https://longbridge.com/zh-CN/news/289147594.md) - [工业富联董事长郑弘孟：AI 不会简单取代人](https://longbridge.com/zh-CN/news/289021538.md) - [卢松青减持鸿腾精密 13.7 万股 每股均价约 10.05 港元](https://longbridge.com/zh-CN/news/289022789.md)