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Revo and Lexus Join Forces to Launch Exclusive Eyewear Collection
The quarterly report of XINGZHENG Global Fund has been released! Xie Zhiyu has made significant adjustments to the portfolio, heavily investing in XIAOMI-W (01810).
Overall, the changes in holdings of products under Xie Zhiyu in the fourth quarter were significant. In the Xinchun He Yi Hybrid and Xinchun Social Value Three-Year Holding Hybrid, XIAOMI-W (01810) was newly included in the top ten and became the largest holding stock. Luxshare Precision Industry (002475.SZ) also received a large increase in holdings, becoming the largest holding stock in the Xinchun He Run Hybrid.
Ping An Securities: The subsidy policies for mobile phones and other devices have been introduced, Bullish about the replacement cycle under the AI context.
The focus of AI development is shifting towards mobile phones, PCs, and other terminal devices.
Revo Strengthens Global Presence With New Leadership Appointments in Several Key Markets
Open source securities: The national subsidies for Consumer Electronics and AI terminals resonate, which is expected to lead to an increase in both volume and price along the mobile phone supply chain.
The continuous improvement of the AI ecosystem will continually enhance consumer experience and drive growth in the demand for AI smartphone upgrades.
Investors Will Want Lens Technology's (SZSE:300433) Growth In ROCE To Persist
