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"The trend of 'the East rises while the West declines' accelerates, China’s Magnificent 7 surpasses the American stock market's 'seven giants'."
This year, China’s Technology giants launched a frenzy with a surge of 439 billion USD in Market Cap, leaving their once-unrivaled USA counterparts far behind.
[Brokerage Focus] China Merchants International: As we enter the performance period in March, the overall profit forecast for the Technology Sector is expected to have room for upward adjustments.
Jingwu Financial News | Zheshang Bank International stated that against the backdrop of a recent correction in the Technology Sector from high positions and geopolitical uncertainties entering the March earnings period, it expects individual stock performances to further diverge, and the overall profit forecasts for the Technology Sector are likely to be revised upward. In terms of the Industry Chain, the Global demand for mobile phones/PCs is rebounding, DeepSeek's cost reduction is driving AI innovation implementation, national subsidies are stimulating replacement demand, intelligent driving is accelerating penetration, and AI Server growth continues. The bank believes that the Technology Industry is likely to continue outperforming the market, recommending the layout of three main lines: 1) DeepSeek accelerating edge-side AI implementation, with AI smart glasses ramping up production.
Goldman Sachs releases another major report, looking at AAC TECH (02018), Horizon (09660), and other companies as the potential in physical AI.
Goldman Sachs pointed out in the report on March 3 that Physical AI is considered one of the most important technological trends currently.
Hong Kong stocks are moving | Today, the Industry Chain of mobile phones has seen a general rise, and the MWC conference showcased various forms of AI terminals. Traditional Asia Vets Hardware products are expected to undergo upgrades.
The mobile Industry Chain saw a general increase today. As of the time of reporting, AAC TECH (02018) rose by 9.5%, trading at 51.85 Hong Kong dollars; Sunny Optical Technology (02382) increased by 4.15%, trading at 92.85 Hong Kong dollars; Q TECH (01478) increased by 3.21%, trading at 7.72 Hong Kong dollars; FIH (02038) rose by 2.17%, trading at 0.94 Hong Kong dollars.
The enthusiasm for Technology stocks continues to warm up, and the market is expected to return to a dual main line of Siasun Robot&Automation and AI computing power.
Track the entire lifecycle of the main Sector.
The MWC conference sees Siasun Robot&Automation take center stage! Yushu, Leju, and others make their appearance, as the fusion of Communications and Asia Vets Hardware becomes a trend.
① Yushu Technology has an independent booth at MWC 2025. According to relevant personnel, overseas Orders in 2024 have increased several times compared to 2023; ② Leju Robot appeared at the Huawei booth, equipped with a 5G module and using the DeepSeek large model, it can engage in conversation and recognize the content of pictures through voice control.
