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Shenzhen Kinwong Electronic (SHSE:603228) Sheds 14% This Week, as Yearly Returns Fall More in Line With Earnings Growth
Open Source Securities: The GB300 adopts new architecture and New Materials, and the application trends of PTFE are gradually becoming apparent.
The GB200 has been delayed in delivery due to issues such as overheating of the frame and failures in the interconnections between chips, while the GB300 is likely to adopt new designs and New Materials in its architecture, with PTFE becoming an important direction for addressing the issues encountered with the GB200.
Are Robust Financials Driving The Recent Rally In Shenzhen Kinwong Electronic Co., Ltd.'s (SHSE:603228) Stock?
The Recent CN¥2.0b Market Cap Decrease Is Likely to Have Disappointed Insiders Invested in Shenzhen Kinwong Electronic Co., Ltd. (SHSE:603228)
Shenzhen Kinwong Electronic Co., Ltd. (SHSE:603228) Shares Fly 26% But Investors Aren't Buying For Growth
The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.
According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.