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Zhongyin International's Technology Outlook for 2025: The recovery of terminal demand continues, and innovation in endpoint AI accelerates.
Looking ahead to 2025, considering the moderate recovery of the Global economy, the continued warming of demand for mobile phones/PCs, the ongoing growth of Universal/AI Servers, and the innovation cycle of edge AI, it is expected that the Technology Sector will maintain high prosperity in 2025.
BYD Sets Up Advanced Tech Center, Plans $13.7 Billion AI Investment
In 2024, Hong Kong stocks: The Hang Seng Index reached a new high in nearly four years, and the net Inflow of southbound funds exceeded 700 billion.
① How does the overall trend of the Hong Kong stock market perform in 2024? ② What role does southbound capital play in the Hong Kong stock market in 2024? ③ What is the perspective of Institutions for 2025?
Wanlian Securities: The industrialization of Solid State Battery is accelerating, and the future market space is vast.
The industrialization of Solid State Battery is accelerating, with material systems iterating, which is expected to drive the upgrade of the lithium battery Industry Chain.
[Brokerage Focus] CCB International points out that the AI computing power Industry Chain is developing vigorously and expects the Technology Industry Chain to usher in a new round of development opportunities.
Jinwu Financial News | Zhaoyin International releases the 2025 outlook for China's Technology Industry, reviewing 2023-2024, where the AI computing power Industry Chain is thriving, accelerating the implementation of edge model scenarios and new AI terminal products, with faster penetration of AI smartphones and AIPC, and innovations extending into areas such as AI glasses and Smart Home. Looking ahead to 2025, considering the moderate recovery of the Global economy, the continued warming demand for mobile phones/PCs, the sustained growth of General/AI Servers, and the innovation cycle of edge AI, the bank believes that the Technology Industry Chain is expected to welcome a new round of development opportunities, continuously driving Hardware innovation and accelerating the replacement cycle. In addition, concerning Sector valuation,
Puyin International: The AI wave of 2025 will redefine the Global Technology future.
The growth momentum of the Technology Industry in 2024 is expected to continue into 2025.
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