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Hong Kong stocks fluctuate | aac tech (02018) rises more than 3% again, reaffirming the growth guidance for the year. The company's product upgrades and profit expansion will continue.
aac tech (02018) rose more than 3% again, as of the time of writing, it is up 2.19%, reported at 37.3 HKD, with a trading volume of 33.4347 million HKD.
The mobile industry chain is collectively on the rise. BYD Electronics (00285) rose by 12.74%. goldman sachs pointed out that the trend of upgrading camera specifications is obvious.
Jingu Wealth News | The mobile industry chain as a whole is on the rise, cowell (00285) up 12.74%, cowell (01415) up 8.35%, fit hon teng (06088) up 6.58%, aac tech (02018) up 6.29%, q tech (01478) up 4.19%, sunny optical (02382) up 3.18%. Goldman Sachs research indicates that in 2024, the shipment growth of smart phone market in China is slowing down, with a 1% year-on-year decrease in shipments in October, while a 6% year-on-year increase from January to October. Monthly market shipments peaked in May after reaching a high in May.
Hong Kong stocks are moving abnormally | Apple supplier stocks continue to rise. It is reported that Apple has ordered M5 chips from taiwan semiconductor, and AI edge applications are accelerating.
Apple concept stocks continue to rise. As of the time of publication, BYD Electronics (00285) rose by 9.7% to HK$37.9; Cowell (01415) rose by 6.36% to HK$26.75; Q Tech (01478) rose by 5.87% to HK$6.31; AAC Tech (02018) rose by 4.86% to HK$36.75; Sunny Optical (02382) rose by 3.18% to HK$64.95.
AAC Technologies Holdings' (HKG:2018) Investors Will Be Pleased With Their Respectable 63% Return Over the Last Year
[Brokerage Focus] Goldman Sachs points out that the growth of shipment volume in the smart phone market in China is slowing down, but the trend of camera specification upgrades is obvious.
Goldman Sachs research reports pointed out that in 2024, the growth of china's smart phone market shipments slowed down, with a 1% year-on-year decrease in shipments in October, while a 6% year-on-year increase from January to October. After reaching the peak in May, monthly shipments in the market decreased each month from June to October. It is expected that the year-on-year growth in November and December will continue to be under pressure due to the high base effect last year. Nevertheless, the trend of upgrading camera specifications is obvious, with the penetration rate of cameras with 20 million pixels or more increasing to 52% by 2024 so far, compared to 39% and 31% in 2023 and 2022, respectively, which aligns with Goldman Sachs' views.
Industry-first, Huawei Mate 70 RS is equipped with high and low-frequency dual vibration diaphragm stereo speakers.
According to media reports, the product may be the new speaker 'Ultimate Speaker' announced by aac tech (02018) on the same day.
