Under the Radar: 5 Stocks Riding Asia's Next Growth Wave

Most American investors have a fairly limited map of Asia.They know Japan because Japanese stocks have finally awakened after several lost decades. They know China because it generates a steady

BenzingaSep 2 00:57

Looking Beyond the Numbers: AAC Technologies’ New AI Business, with Billion-Level Guidance as Just the Starting Point

Recently, AAC Technologies released its interim results for 2026, reporting first-half revenue of RMB 14.51 billion, an 8.9% year-on-year increase. Excluding other gains and losses related to fair value changes, net profit rose by 37.4% year-on-year. Against the backdrop of a global downturn in smartphone shipments, the company achieved counter-trend growth, driven by AI hardware boosting the component value per device and the expansion of new businesses across multiple categories. These are facts already recognized by the market. However, both the earnings report and the conference call were highly information-dense, with many key details yet to be fully discussed. Setting aside all growth metrics, let us explore from a lesser-known perspective.

Gelonghui FinanceAug 31 15:42

HK Stock Market Movers | AAC Technologies (02018) rises over 5% in early trading; H1 revenue hits record high, thermal management business revenue quadruples year-on-year

AAC Technologies (02018) rose more than 5% in early trading. As of press time, the stock was up 4.88% to HK$43, with a turnover of HK$110 million.

Zhitong FinanceAug 31 10:31

Goldman Sachs: Bullish on the long-term growth thesis for AAC Technologies (02018.HK) in AI data centers and edge AI devices; H2 earnings are projected to surge 53% quarter-on-quarter.

Recently, Goldman Sachs published a research report expressing optimism about AAC Technologies' continued deepening involvement in high-end smartphone models and expansion of its component portfolio (extending from acoustics to cameras, vapor chamber cooling, etc.), as well as its strategic布局 in automotive electronics, AI data centers (cooling, CPO optics, etc.), and edge AI devices. Goldman Sachs noted that, in addition to its automotive acoustics business, AAC Technologies is continuously exploring new downstream sectors to reduce its reliance on the single smartphone market. In the AI data center sector, the company is focusing on cooling and optical lenses, including coolant distribution units (CDUs), cold plates, quantum dots (QDs), vapor chamber heat spreaders, thermal housings for optical modules, and co-packaged optics.

Gelonghui FinanceAug 28 10:44

Express News | National Development and Reform Commission: The development of the robotics industry must be tailored to local conditions, avoiding blind跟风 and rash market entry.

Li Chao, Deputy Director of the Policy Research Office of the National Development and Reform Commission (NDRC), stated at the NDRC’s regular press conference in August that the robotics industry involves many frontier technologies, including artificial intelligence, advanced manufacturing, and new materials. It must develop in a healthy and orderly manner, tailored to local conditions. Regions should leverage their resource endowments and industrial advantages, identify their strategic positioning, and play to their strengths, while preventing blind trend-following and rash market entry, thereby effectively promoting the steady and long-term development of related industries. (Securities Times)

BreakingsAug 28 10:30

IDC: Apple (AAPL.US) iPhone foldable shipments expected to exceed 10 million units in the first year

Research firm IDC predicts that Apple’s (AAPL.US) highly anticipated foldable iPhone will achieve shipments of over 10 million units in its first year on the market. Apple is scheduled to hold a launch event in September, where the foldable iPhone is expected to be unveiled. Nabila Popal, Senior Research Director at IDC, stated that although the foldable iPhone may be priced as high as $2,500, it is projected to be a major success. “This device targets high-end consumers, who are expected to queue up to purchase it.” While foldable phones have long remained a niche market, Popal believes

AASTOCKSAug 27 10:26