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[Brokerage Focus] CMB International is optimistic about the technology industry and expects the sector to have good allocation opportunities at present.
King's Financial News | CMB International expresses an optimistic attitude towards the technology sector. Recently, the global technology sector has seen a correction, mainly due to concerns about the global economic slowdown, impact of the appreciation of the yen, mixed performance of overseas technology leaders, and the postponement of GB200 new products. On the fundamental side, the consumer terminal is steadily recovering, AI computing power demand continues to increase, some industrial demand has reached its bottom, and demand for autos is weak. Looking ahead, the bank believes that the technology sector currently has good allocation opportunities and continues to be bullish on high-growth AI computing power demand and innovative growth in the end-side AI, recovery of mobile/PC demand, and continuous improvement of industry chain performance.
CITIC Securities: Three-dimensional analysis of space, path, and profit reveals great opportunities for global auto parts globalization.
Now is the right time to go global. The accelerated globalization of high-quality domestic parts supports a new round of growth in the domestic parts industry in terms of space, path, and profitability. It is expected to create a new global leader.
The Geely Galaxy E5 uses AAC tech's in-car audio solution, the only one in its class with 16 speakers!
On August 3rd, Geely's pure electric SUV Geely Galaxy E5 was officially launched with a price range of 1.128-1.488 million yuan. In terms of intelligent cockpit sound experience, Geely Galaxy E5 is equipped with "Flyme Sound Boundless Sound" intelligent speaker system, and AAC Tech is the supplier of in-car audio system. The launch conference introduced that the Flyme Sound Boundless Sound of the Galaxy E5 is equipped with the only 16 speakers of the same level, combined with 1000W independent power amplifier, the joint tuning of AAC Tech and WANOS panoramic sound, users sitting in any seat can enjoy high-quality music hall-style sound.
AAC Tech (02018.HK) received a shareholding of 1.8054 million shares from JPMorgan.
According to the latest equity disclosure information from the Hong Kong Stock Exchange, on July 30th, 2024, AAC Tech (02018.HK) received JPMorgan Chase & Co.'s shareholding of 1.8054 million shares at an average price of HKD 28.3954 per share, involving approximately HKD 51.2658 million. After the shareholding, JPMorgan Chase & Co.'s latest holding of shares was 84.17242 million, and the shareholding ratio increased from 6.87% to 7.02%.
Peripheral markets have fallen sharply, and Hong Kong stocks are shaking wildly, threatening the 16,000 mark.
Author/ATFX, Asian stocks were dragged down by the exhaustion brought by the U.S. non-farm payrolls last Friday. After Hong Kong stocks fell below the 17,000-point mark to a three-month low last Friday, they rebounded slightly this morning, following the rebound of A shares. The index fell 36 points or 0.2% to 16,908 at midday; the national index fell 24 points or 0.4% to 5,950 points; the Hang Seng Technology Index rose 3 points or 0.1% to 3,389 points. However, the Hang Seng fell more than 400 points in the afternoon, and the technology index fell more than 2.7%. Among the major technology stocks, only Bilibili (09626) and China Lit (00772) performed better.
[Brokerage Focus] Guoyuan International: Continuous iteration of AI technology is expected to promote the sustained development of the industry in the medium to long term. Recommend Xiaomi Corporation-W (01810).
According to Guoyuan International Research, all major global smartphone manufacturers have already laid out AI-enabled phones, stimulating demand and driving growth in the industry. The global smart phone market achieved three consecutive quarters of growth in Q2 2024, with a year-on-year growth of 12%, reaching a shipment volume of 0.288 billion units. Canalys predicts that the penetration rate of AI-enabled phones worldwide will reach 16% by 2024 and 54% by 2028. According to Counterpoint data, the proportion of smart phones with GenAI functionality in the global smart phone sales in Q1 2024 surged from 1.3% in the previous quarter to 6%.
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