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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.
[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%.
Express News | UBS Group AG's Long Position in Sunny Optical Technology (Group) Increases to 8.41% on July 26 From 7.68% - HKEX
Hong Kong stocks fluctuate | Apple supplier stocks show different trends, with June iPhone shipments decreasing by 43% month-on-month. The third-quarter growth of the supply chain may be lower than expected.
Apple suppliers' stocks show a mixed trend. As of the time of publication, Cowell (01415) fell 3.27% to HKD 20.7; Sunny Optical (02382) fell 1.71% to HKD 43.15; FIH (02038) rose 2.53% to HKD 0.81.
Hong Kong stock anomaly | Apple supplier stocks continue to decline, iPhone shipments fall out of the top five for the first time. Institutions believe that the short-term adjustment of consumer electronics does not change the trend of industry growth.
Apple supplier stocks continue to decline. As of press time, Cowell (01415) fell 4.22%, closing at HK$20.4; FIH (02038) fell 3.66%, closing at HK$0.79; and Genius (02382) fell 3.16%, closing at HK$42.9.
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