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CICC: It is recommended to focus on investment opportunities in terminal Hardware, Bullish on the volume growth of AI glasses, recommend AAC TECH.
CICC released a research report stating that ByteDance will hold the 2024 Winter Power Conference on December 18-19, showcasing the company's comprehensive layout in edge AI models, applications, terminals, and computing power. The firm believes that ByteDance's AI layout demonstrates a bullish outlook on the edge AI ecosystem. Looking ahead to 2025, the firm determines that domestic edge AI, centered around mobile phones and wearables, will enter a phase of blossoming diversification and recommends paying attention to investment opportunities in terminal hardware.
【Special Contributor】Deng Shengxing: The market is concerned that the Federal Reserve will pause interest rate cuts in January next year, resulting in a quiet market transaction.
King Wo Financial News | The Hang Seng Index closed at 19,864 on Wednesday (18th), up 164 points or 0.83%. The total market turnover for the day was 107.5 billion yuan. The National Index closed at 7,180, up 75 points or 1.1%. The Technology Index rose by 79 points or 1.8%, closing at 4,468. Secondary Technology stocks in the 'Hong Kong Stock Connect' have fallen again, with Suten Technology (02498) surging 18%; Crystal Technology Holdings (02228) skyrocketed nearly 30%; Chinese telecommunication stocks continue to be in demand, with Unicom (00762) reaching a two-month high, closing up 1.6% for three consecutive rises; The Dow Jones closed at 42,326 points on Wednesday (18th), down 1,123 points or 2.
XIAOMI-W (01810) will issue 0.118 billion shares according to the share plan.
XIAOMI-W (01810) announced that on December 18, 2024, the company will... according to the share plan.
Market Chatter: China's Wrist-Worn Devices Sales Grow 20%, Defying Global Decline
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.
【Brokerage Focus】Huaxi gives Xiaomi Group (01810) an initial "Shareholding" rating, expecting the home appliance business to potentially expand into Southeast Asia.
Jinwu Financial News | Huaxi Securities released a Research Report stating that according to Financial界, the National Intellectual Property Administration information shows that Peking Xiaomi Mobile Programme Co., Ltd. has obtained a patent named "Supporting Components and Refrigerator," with authorization announcement number CN222143462U, and the application date is December 2023. According to the Cold Chain Network public account, GSMChina reported that Xiaomi confirmed it will launch a global home appliance market expansion plan next year, initially focusing on the Southeast Asia region, which includes countries like Thailand and Malaysia. The report indicates that according to Xiaomi Group (01810) announcement, in the third quarter of 2024, Xiaomi hand...
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