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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.
Hong Kong stocks movement | FIT HON TENG (06088) is currently down over 4% as it is reported that the mass production of the GB200 chip has been delayed again, impacting the company's performance in the Consumer Electronics and Autos Business.
FIT HON TENG (06088) is currently down over 4%. As of the time of writing, it has fallen by 4.83%, trading at 3.15 Hong Kong dollars, with a transaction volume of 77.1121 million Hong Kong dollars.
[Brokerage Focus] CCB International points out that the AI computing power Industry Chain is developing vigorously and expects the Technology Industry Chain to usher in a new round of development opportunities.
Jinwu Financial News | Zhaoyin International releases the 2025 outlook for China's Technology Industry, reviewing 2023-2024, where the AI computing power Industry Chain is thriving, accelerating the implementation of edge model scenarios and new AI terminal products, with faster penetration of AI smartphones and AIPC, and innovations extending into areas such as AI glasses and Smart Home. Looking ahead to 2025, considering the moderate recovery of the Global economy, the continued warming demand for mobile phones/PCs, the sustained growth of General/AI Servers, and the innovation cycle of edge AI, the bank believes that the Technology Industry Chain is expected to welcome a new round of development opportunities, continuously driving Hardware innovation and accelerating the replacement cycle. In addition, concerning Sector valuation,
We Think FIT Hon Teng (HKG:6088) Can Stay On Top Of Its Debt
Hong Kong stock movement | Fit hon teng (06088) is currently down over 5%. Foxconn's November revenue is weak, raising market concerns that AI demand may not offset the sluggish performance of apple.
Fit Hon Teng (06088) is now down more than 5%, as of the time of publication, it has dropped by 5.01%, closing at 3.22 Hong Kong dollars, with a turnover of 26.0128 million Hong Kong dollars.
[Brokerage Focus] china securities co.,ltd. maintains a "buy" rating on fit hon teng (06088), indicating that AI will drive revenue growth and the company's profitability is expected to improve.
Kingfive Financial News | China Securities Co.,Ltd. has released research reports, stating that Fit Hon Teng (06088) is a leading global manufacturer in the precision components field, with Foxconn being the actual controlling shareholder. The development of AI is driving the construction of computational infrastructure, and the company's layout in high-speed connection systems covers areas such as copper connections, optical modules, and is expected to benefit fully. The company's AI-related products applied on compute Boards such as CPU sockets, MCIO connectors have significantly increased revenue and boosted performance growth. In the third quarter, the company's AI revenue increased threefold. New products like power busbars, CDU liquid cooling connectors are also mentioned.
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