BK0560 Apple Concept
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Research Reports | Caitong Securities: Maintains Shareholding Rating for Gigadevice Semiconductor Inc., End-Side AI Leads High-Demand Capacity.
TCL Central (002129): Declining prices in the industrial chain are putting pressure on profits, slowing down the pace of capacity expansion
Research reports suggest that from a medium to long-term perspective, the preferred choices for whole vehicles and parts are BYD Company and Fuyao Glass, respectively, according to China Merchants Securities.
BYD (002594): High year-on-year sales growth in May; the launch of new models is expected to boost sales
Research reports from Orient Securities: Maintain a "buy" rating on Sanan Optoelectronics with a target price of 14.40 yuan.
Citi Bank's rating: Observing the upward trend of BYD for 30 days, with a target price of HKD 475.
San'an Optoelectronics (600703): LED utilization rate rebounded, SIC business progressed smoothly
Citi Research: rated BYD Company (01211) as a "buy" recommendation, EU tariffs are controllable.
GigaYi Innovation (603986): Marginal improvement of each product line, end-side AI leads demand for high capacity
Saiteng Co., Ltd. (603283): New products such as AI terminals drive demand for 3C equipment, and create a new source of growth for HBM equipment
Sunwoda (300207) tracking analysis report: the millionth set of HEV power batteries successfully launched
Bozhong Precision (688097) Company's First Coverage Report: Leading Innovation in the Automation Equipment Industry, Driven Steady and Far-reaching
Research reports from Zhongjin: Bullish on Apple's AI with the potential to drive a wave of phone upgrades, pay attention to related concept stocks.
Crystal Optoelectronics (002273): Revenue growth of 16% in 2023 Microprism and vehicle+AR brought new growth to the company
Major bank rating | CMBI: Apple's AI can promote replacement demand, related supply chain companies will benefit.
Zhishang Technology (301486): Game console business demand pressurizes optical communication+automation equipment to open up room for growth
Unified Communications Precision (688210): High year-on-year growth in Q1 performance, optimistic that folding screens will bring new MIM
Pengding Holdings (002938): Based on communication boards, we deeply embrace the new opportunities of end-side AI from big customers
Crystal Optoelectronics (002273): Benefiting from Apple Optics Upgrades to Lead AR Optics Innovation
Crystal Optoelectronics (002273): Establishing a new cutting-edge optical curve for consumer electronics basic board layout