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Trending Industry Today: BYD COMPANY Leads Gains In Intelligent Driving Concept Stocks
Trending Industry Today: KINGDEE INT'L Leads Gains In Cloud Computing Stocks
Hong Kong stock Concept tracking | Hon Hai raises Q1 performance guidance AI Server may drive Industry Chain valuation reassessment (with related stocks)
Foxconn's revenue in January reached the second highest for the same period in history, and it has raised the performance guidance for Q1.
[Brokerage Focus] CMB International pointed out that BYD's progress in intelligent driving has accelerated significantly, and supply chain companies are expected to benefit.
Jinwu Financial News | CMB International stated that on February 10, BYD announced at the "Autos Asia Vets Global Strategy" launch event held at its headquarters in Shenzhen that it will equip all models priced over 0.1 million yuan and three models priced below 0.1 million yuan with its advanced intelligent driving system "God's Eye." The first batch of 21 models is equipped with industry-leading end-to-end large language model LLM, 5 millimeter-wave Radar, 12 cameras, and 12 ultrasonic Radar. Due to the significant acceleration of BYD's intelligent driving progress this year, the institution believes that the intelligent driving supply chain, including domain controllers/Sensors/connectors/displays and other component companies, will be promising.
Zhao Yin International: The Technology Sector is expected to continue outperforming the market, and the Industry Chain will benefit from DeepSeek.
Recently, Zhuhai International published a report indicating that the Global demand for mobile phones/PCs has rebounded, domestic Consumer Electronics subsidies, DeepSeek catalyzing the accelerated penetration of AI terminals, and the continued high growth of AI Servers.
[Hong Kong Stock Connect] FIT HON TENG (06088) initially rose by 4.27%. Institutions expect the Company Valuation to have the opportunity for revaluation.
Jin Wu Finance News | FIT HON TENG (06088) started strong, rising 4.27% as of the time of writing, priced at 3.66 HKD, with a transaction volume of 12.35 million HKD. On the news front, CCB International stated a positive outlook on FIT HON TENG, believing the company will benefit from the increased capacity of GB200/300 AI Servers and the rise in orders for GPU slots, liquid cooling components, and NVLink Copper backplates. Additionally, the mass production of AirPods in India and the consolidation of the Automotive Electronics business AK Group will also drive revenue growth in 2025/26. Furthermore, the bank believes that the Company Valuation is expected to encounter a revaluation opportunity, profit.
Investors Five-year Losses Continue as FIT Hon Teng (HKG:6088) Dips a Further 9.7% This Week, Earnings Continue to Decline
