According to the WiseMoney APP, Cowell Electronics (01415) is now up more than 5%, as of the press time, up 4.86%, at HKD 23.75, with a turnover of HKD 38.0557 million.
Huaxi Securities pointed out that with the recovery of consumer electronics demand and the entry of AI smartphones into the native stage, the AI smartphone era led by Apple will accelerate. On the one hand, the upgrade of mobile phone chip components drives the rise in quantity and price of the AI smartphone industry chain, and on the other hand, the linkage with other AI intelligent terminals brings a richer experience and a more obvious synergistic effect.
China Great Wall Securities pointed out that as a domestic leader in the fruit chain, Luxshare Precision Industry is expected to benefit from the growth of large customer mobile phone OEM business and AI terminal demand. It is reported that Cowell Electronics is the core of Luxshare's optical camera module business landscape and the world's leading precision optical module supplier.
