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Goertek (SZSE:002241) Might Be Having Difficulty Using Its Capital Effectively
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
Directly benefiting from the significant cost reduction of DeepSeek, AI glasses are expected to accelerate their explosion in popularity.
① Industry insiders indicate that with the maturity of technology and the decrease in comprehensive product costs, 2025 is expected to be the year of explosive growth for AI glasses. ② Cinda Securities points out that DeepSeek significantly enhances model quality while reducing unit costs, the computing power aspect is expected to be alleviated, and participating players could adopt relatively less Hardware and relatively low costs, domestic Asia Vets players may accelerate their entry.
Hong Kong stocks are moving | Kangnait Optical (02276) rose over 9% in early trading, expected to see a year-on-year increase of over 30% in full-year net profit. The company recently received investment from Goertek Inc.
Kangnait Optical (02276) rose over 9% in the morning, as of the time of writing, it increased by 9.11%, reaching HKD 26.35, with a transaction amount of HKD 27.4655 million.
Goertek Inc.'s (SZSE:002241) Shares Lagging The Industry But So Is The Business
Goertek Shares: 2024 Annual Results Forecast
