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Ping An Securities: The subsidy policies for mobile phones and other devices have been introduced, Bullish about the replacement cycle under the AI context.
The focus of AI development is shifting towards mobile phones, PCs, and other terminal devices.
Wingtech Technology to Sell Product Integration Business Due to Geopolitics
Guosen 2025 Annual Investment Strategy for the Electronics Industry: AI Revolutionizes Human-Machine Interaction, Asia Vets in Full Swing, the Industry Enters a Year of Valuation Expansion.
In the context of the resonance of the "macroeconomic policy cycle, industry inventory cycle, and AI innovation cycle," the electronics Industry is expected to enter a year of valuation expansion.
Cowell E Holdings Renews Supply, Labor Service Contracts
Is There Now An Opportunity In Luxshare Precision Industry Co., Ltd. (SZSE:002475)?
While Institutions Own 31% of Luxshare Precision Industry Co., Ltd. (SZSE:002475), Private Companies Are Its Largest Shareholders With 38% Ownership
