--- title: "鴻海精密股價上漲，計劃進軍下一代人工智能技術" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/288021611.md" description: "富士康的股價上漲了 9.9%，因為該公司計劃擴展到下一代人工智能技術，特別是用於數據傳輸的聯合封裝光學（CPO）。董事長劉揚偉宣佈計劃今年出貨 10,000 個 CPO 開關，預計明年的產量將增加。對更快、更節能的光連接在人工智能基礎設施中的需求推動了這一增長，預計到 2027 年，雲服務提供商的支出將達到 1 萬億美元" 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) --- # 鴻海精密股價上漲，計劃進軍下一代人工智能技術 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. ### 相關股票 - [06088.HK](https://longbridge.com/zh-HK/quote/06088.HK.md) - [HNHPF.US](https://longbridge.com/zh-HK/quote/HNHPF.US.md) - [601138.CN](https://longbridge.com/zh-HK/quote/601138.CN.md) - [159583.CN](https://longbridge.com/zh-HK/quote/159583.CN.md) - [159695.CN](https://longbridge.com/zh-HK/quote/159695.CN.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [NXTG.US](https://longbridge.com/zh-HK/quote/NXTG.US.md) - [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md) - [588170.CN](https://longbridge.com/zh-HK/quote/588170.CN.md) - [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md) - [159546.CN](https://longbridge.com/zh-HK/quote/159546.CN.md) - [515880.CN](https://longbridge.com/zh-HK/quote/515880.CN.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [TSM.US](https://longbridge.com/zh-HK/quote/TSM.US.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) ## 相關資訊與研究 - [台指期崩 3000 點！多頭真的結束了？](https://longbridge.com/zh-HK/news/288977696.md) - [AI 伺服器動能升温，外資看鴻海第二季營收優於預期](https://longbridge.com/zh-HK/news/288981219.md) - [劉揚偉會崔泰源 鴻海將與 SK 集團聯手搶攻新世代 AI 基建](https://longbridge.com/zh-HK/news/288677082.md) - [鴻海 5 月營收 8594 億創同期高 第 2 季營運估優於預期](https://longbridge.com/zh-HK/news/288828380.md) - [AMAX 股東會／與鴻海分進合擊！液冷資料中心助攻搶吃 AI 基建 全年雙位數成長](https://longbridge.com/zh-HK/news/288827369.md)