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The Silver Hua Fund's Li Xiaoxing has released the fourth quarter's Hold Positions! In the fourth quarter, there was a significant reduction in positions for Contemporary Amperex Technology (300750.SZ) while focusing on increasing shareholding in the Inte
Recently, the Fund managed by Li Xiaoxing disclosed its quarterly report.
GTJA: The demand for AI Servers is high, driving the upward performance of domestic liquid cooling, power supply, connectors, and Copper cable manufacturers.
Domestic Copper cable manufacturers are leading in layout, having entered the supply chains of major international and domestic clients, and will fully benefit in the future.
Luxshare Precision Industry's (SZSE:002475) Returns On Capital Not Reflecting Well On The Business
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.
