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In 2025, the Chinese PC market welcomes the dawn of recovery, with leading manufacturers like Lenovo (00992) at the forefront of the new cycle.
Canalys' latest data shows that the PC market in mainland China rebounded in the fourth quarter of 2024, with annual shipments reaching 39.7 million units, and the year-on-year decline narrowing to 4%.
Zhicheng Hong Kong Stock Short Selling Statistics | March 14
Hong Kong stock short selling statistics | March 14.
3 Reasons Why Growth Investors Shouldn't Overlook Lenovo Group (LNVGY)
Canalys: The mainland PC market in China is expected to rebound in Q4 2024, with a projected growth of 3% in 2025.
Canalys (now part of Omdia) latest data shows that driven by a surge in Consumer demand of 8%, the PC market in mainland China began to recover in the fourth quarter of 2024, with a year-on-year growth of 2%. Laptops grew by 6%, with shipments reaching 8.6 million units.
East Asian Securities: The valuation of Hong Kong Technology stocks still has room for revaluation, raising the Target Price for the Hang Seng Index to 26,000 points.
According to Zhitong Finance APP, Hong Kong stocks have recently significantly outperformed A-shares. Regarding the large gap in the performance of the two, Chan Wai Chung, senior investment strategist at East Asia Securities, pointed out that Hong Kong stocks have a higher weight in Technology stocks, while A-shares are not dominated by Technology stocks, making Hong Kong stocks more beneficial when speculating on the AI Concept.
Chinese Technology stocks are "siphoning" foreign capital from Emerging Markets, with AI narratives driving Global capital reallocation.
① How does the "siphoning" of foreign capital by China's Technology stocks have a profound impact on the market? ② Driven by AI narratives, how much space is there for foreign capital to flow back into China's Assets amid global capital reallocation?
