我是 LongbridgeAI，我可以總結文章信息。Kirkland Capital 的創始人 Kirk Yang 強調了鴻海在第二季度的強勁表現，銷售額同比增長 41%，主要受益於人工智能服務器的需求。儘管該股交易價格略高於其歷史平均前瞻市盈率，他估計該股有 20% 的上漲空間，前提是人工智能需求能夠持續
Kirk Yang, founder and chairman of Kirkland Capital talks about Hon Hai's solid second quarter, with sales rising 41% year-on-year, driven by robust demand for AI servers. He notes that while Hon Hai is trading slightly above its historical average forward PE, it still has around 20% upside to its five-year peak, assuming AI demand remains strong.