News summary
Shares of AAC Technology and Gaowei Electronics rose 5.5% respectivelyfreecasinoslots.02% and 4freecasinoslots.7%freecasinoslots, Puyin International raised the growth rate of smartphone shipments in 2024 to 4.9%. IDC data shows that global smartphone shipments in 1Q24 increased by 12% year-on-year. Open Source Securities is optimistic about the recovery of demand for AI mobile phones and AIPC, and predicts that 2024 will be the first year of AI terminal promotion.
Newsletter text
[The mobile phone industry chain is ushering in general growth, and the outlook for the market outlook is optimistic]
In today's stock market performance, most mobile phone industry chain companies showed a rising trend in stock prices. AAC Technology stock code 02018 climbed 5.02% to quote HK$25.1freecasinoslots; Gao Wei Electronics stock code 01415 also performed well, with an increase of 4.7%, and the transaction price was HK$20.5; Qiu Ti Technology stock code 01478 rose slightly by 1.27%, and its share price was fixed at HK$3.97.
Shunyu Optical stock code 02382 followed closely, rising 1.02%, and its share price reached HK$44.55. Market analysts are generally optimistic about the subsequent development of the mobile phone industry chain.
Research by Puyin International pointed out that global smartphone shipments performed well in the first quarter, exceeding expectations. It is expected that the market growth rate in 2024 is expected to increase to 4.9%. According to the latest data from IDC, global smartphone shipments reached 300 million units in the first quarter. Although they fell by 7% month-on-month, they achieved a year-on-year growth of 12%. This figure not only exceeded shipments in the previous quarter, but also showed that demand in the smartphone market is steadily recovering.
Open Source Securities proposed that as the demand for downstream terminals such as smartphones and personal computers gradually picks up, the market pays close attention to the development prospects of AI mobile phones and AI PCs. 2024 is regarded by many experts as the first year of AI terminal promotion, indicating that new opportunities in the smartphone market are coming soon.
