Everbright Securities recommends paying attention to Nvidia,...
Everbright Securities recommends paying attention to Nvidia, AMD, Qualcomm, Intel, ARM architecture, and investing in Lenovo Group, while also monitoring the latest developments from Google, Microsoft, and Xiaomi. Investors should be aware of the recovery in consumer electronics market demand, the commercialization of AI, the performance of edge AI, and policy risks.
Everbright Securities: Intensive releases of AI PCs, AI mobile phones, and AI processors, the layout of edge AI is a hot topic for hardware manufacturers.
Disclaimer: The above information does not represent the views of Moomoo Technologies Inc. (MTI) or constitute investment advice related to MTI and its affiliates.
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