Foxconn Industrial Internet (601138 CH)AI服務器收入高速增長，持續看好公司AI領域卡位2023 review: AI server business delivered strong revenue growth; we are bullish about Fii’s AI pole positioningBUY (maintain)投資要點/Investment Thesis投资要点/Investment Thesis事件：公司發佈2023年年報，實現營業收入4,763.40億元，歸母淨利潤為210.40億元，yoy+4.82%；扣非歸母淨利潤為202.09億元，yoy+9.77%；經營性現金流繼續增長，淨額達430.84億元，yoy+180.39%；資產狀況良好，淨資產和總資產不斷增長，分別達1,401.87億元及2,877.05億元。2023 review: AI server revenue grew strongly on key competitive advantagesFoxconn Industrial Internet (Fii) released its 2023 earnings report:•2023: Fii generated revenue of RMB476.34bn last year, while net profit rose 4.82% to RMB21.04bn and ex-nonrecurring net profit grew 9.77% to RMB20.21bn. Operating cash flow increased 180.39% to RMB43.08bn net. Its asset statu
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