--- 格式版本: 2 标题: "万亿巨头工业富联：上半年云计算业务板块营收同比增长75.7% _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608113838037019.html" 发布日期: "2026-08-11" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "rule:shared:strict_url_url" 发布时间证据: "https://finance.eastmoney.com/a/202608113838037019.html" 发布时间校准原因: "规则确认唯一严格发布时间，来源 shared:strict_url_url" 发布时间校准置信度: "high" 发布时间候选数量: 11 发布时间严格候选数量: 3 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-12T07:28:18+08:00" 发布时间仲裁状态: "skipped" 发布时间仲裁尝试次数: 0 发布时间仲裁耗时毫秒: 0 发现时间: "2026-08-12T07:27:23+08:00" 入库时间: "2026-08-11T23:28:18.552Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=%E5%B7%A5%E4%B8%9A%E5%AF%8C%E8%81%94" 匹配关键词: - "计算" - "GPU" - "液冷" - "AI服务器" - "Vera Rubin" - "交付" - "性能" - "AI" 相关厂家: - "工业富联" 相关专家: [] 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 53 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "财务业绩公告，虽有AI机柜、液冷等关键词，但无技术架构、规格参数等细节，偏营收数据，技术细节严重不足。" AI质检模型: "ali-deepseek-v4-flash" AI质检时间: "2026-08-12T07:28:28+08:00" AI主题相关性: 12 AI来源权威性: 8 AI新颖性: 10 AI技术细节: 2 AI商业部署信号: 13 AI完整性: 8 采集批次: "2026年8月12日2点04分20秒" 采集批次ID: "20260812-020420-289" 去重键: "https://finance.eastmoney.com/a/202608113838037019.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - [期货](http://futures.eastmoney.com/) - [外汇](http://forex.eastmoney.com/) - [银行](http://bank.eastmoney.com/) - [基金](http://www.1234567.com.cn/) - [理财](http://money.eastmoney.com/) - [债券](http://bond.eastmoney.com/) - 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　　公告显示，公司营业收入变动原因主要系受益于AI算力需求持续爆发，公司在主要客户的市场份额稳步提升，以及云服务商业务表现优异，推动整体营业收入增长。利润总额、归属于上市公司股东的净利润等变动原因主要系受益于AI算力需求持续爆发，公司主营业务经营效益实现稳步提升。 　　 [云计算](http://quote.eastmoney.com/unify/r/90.BK0579) 业务方面，公告称，2026年上半年，公司 [云计算](http://quote.eastmoney.com/unify/r/90.BK0579) 业务延续高速增长态势，板块营业收入同比增长75.7%，AI相关业务贡献持续扩大，稳居公司业绩增长的核心引擎地位。报告期内，公司AI服务器产品出货实现大幅上升，GPU及ASIC业务同步放量。2026年上半年，云服务商AI服务器营业收入同比增长2.3倍，GPU AI机柜出货量同比增长3.2倍；ASIC AI机柜出货量同比增长3倍，ASIC CPU服务器出货量同比增长2.5倍，全球AI服务器市场龙头地位进一步夯实。 　　 [工业富联](http://quote.eastmoney.com/unify/r/1.601138) 表示，报告期内，公司与全球多家头部客户的战略协同持续，与客户共同攻克下一代AI服务器及液冷技术等核心环节，通过高度客制化的解决方案，深植于高性能AI [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 集群。目前，公司正持续与客户推动下一代产品的合作，其中在Vera Rubin平台已实现前瞻卡位，交付能力与供应链整合深度稳居行业第一梯队。未来，公司将坚定执行AI核心战略，在深化与全球大型云服务商合作的同时，前瞻性布局增量赛道，以持续的创新动能强化行业引领力，夯实AI算力基础设施领域的长期竞争优势。 　　截至8月11日收盘， [工业富联](http://quote.eastmoney.com/unify/r/1.601138) 最新总市值达1.31万亿元。 （文章来源：中国证券报·中证金牛座） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：中国证券报·中证金牛座 责任编辑：3 原标题：万亿巨头工业富联：上半年云计算业务板块营收同比增长75.7% **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 [举报](https://help.eastmoney.com/report_center.html?reportType=3&title=%e4%b8%87%e4%ba%bf%e5%b7%a8%e5%a4%b4%e5%b7%a5%e4%b8%9a%e5%af%8c%e8%81%94%ef%bc%9a%e4%b8%8a%e5%8d%8a%e5%b9%b4%e4%ba%91%e8%ae%a1%e7%ae%97%e4%b8%9a%e5%8a%a1%e6%9d%bf%e5%9d%97%e8%90%a5%e6%94%b6%e5%90%8c%e6%af%94%e5%a2%9e%e9%95%bf75.7%25&systype=3&id=202608113838037019&newsurl=https%3A%2F%2Ffinance.eastmoney.com%2Fa%2F202608113838037019.html) [东方财富网](https://weibo.com/dfcfw) 分享到微信朋友圈 ![Scan 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