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Hong Kong stocks moving | COWELL (01415) is up over 4% amid reports that Apple has initiated a project for AR glasses. The company is expected to expand its share in the non-main camera lenses for iPhone.
COWELL (01415) is currently up over 4%. As of this writing, it has risen by 4.26%, priced at 26.95 HKD, with a trading volume of 37.1858 million HKD.
[Brokerage Focus] Goldman Sachs: China’s subsidy policy for the Smart Phone Industry supports growth, paying attention to related supply chain companies.
Jinwu Finance | Goldman Sachs released a research report on China's Smart Phone industry on January 4, 2025. The report pointed out that the National Development and Reform Commission of China announced on January 3 that it will expand the scope of national subsidies in 2025 to cover Smart Phones, tablets, and smartwatches. Previously, local governments had already launched Smart Phone subsidy policies ranging from 10% to 20% in 2024. Goldman Sachs expects that national subsidies will cover more Consumers, thereby boosting recent market demand, although the long-term product cycle still relies on technological upgrades (such as 6G in 2030) or design changes (such as foldable Smart Phones).
Are Investors Undervaluing Cowell E Holdings Inc. (HKG:1415) By 39%?
Hong Kong stocks fluctuated | Apple Supplier stocks fell widely today, Sunny Optical (02382) dropped over 5%, and Apple announced a maximum price reduction of 800 yuan.
Apple Suppliers stocks fell broadly today. As of the time of writing, Sunny Optical (02382) dropped by 5.37% to HKD 65.15; BYD Electronics (00285) fell by 5.11% to HKD 39.9; FIH (02038) decreased by 4.35% to HKD 0.88.
Cowell E Holdings Renews Supply, Labor Service Contracts
Hong Kong stocks have shown unusual movements | The entire mobile Industry Chain surged in the afternoon, driven by the potential of AI applications being implemented in mobile devices, which is expected to stimulate the replacement cycle. The old-for-new
In the afternoon, the mobile Industry Chain saw a surge, and as of the time of reporting, Sunny Optical (02382) rose by 4.06%, priced at 70.5 HKD; AAC TECH (02018) increased by 3.13%, priced at 37.95 HKD; COWELL (01415) went up by 3.2%, priced at 29 HKD; Q TECH (01478) rose by 3.52%, priced at 6.47 HKD.
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