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[Soochow Securities: AI application landing terminal is expected to be fully upgraded] Securities Times e Company NewsLuckyjackpotresulttodaySoochow Securities Research News said that it is optimistic about the ability to create new downstream demand after the accelerated maturity of the AI terminal, while the core links such as processors, storage, heat dissipation and structural components are expected to continue to rise.Luckyjackpotresulttoday...
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[Soochow Securities: AI application landing terminal is expected to meet a comprehensive upgrade] Securities Times e Company News, Soochow Securities Research newspaper said that it is optimistic about the ability to create new downstream demand after the ecological acceleration of AI terminal maturity. at the same time, core links such as processors, storage, heat dissipation, and structural components are expected to continue to upgrade, and plate investment opportunities are highlighted. 1) Apple actively arranges AI terminals, traditional 3C products are expected to meet AI upgrade, while new ecological acceleration such as superimposed MR glasses, each link of the fruit chain represents the company is expected to lead the technology upgrade, and the valuation performance / price ratio is prominent. Lixun Precision (Assembly), Goehl (sensors and Intelligent hardware), Dongshan Precision (FPC), Lance Technology (Protective Glass), Unification Precision (Precision structural components), Zhongshi Technology (Heat dissipation Scheme), etc. 2) AIPC catalysis intensive, CPU+ operating system + brand + components ecology is expected to be the first to mature in all directions, and pay attention to the links that significantly improve the value of storage, structural components, heat dissipation, assembly and other links-Spring and Autumn Electronics, Zhongshi Science and Technology, Huaqin Technology, etc. 3) with the vigorous layout of AI products by all kinds of terminal manufacturers, the expansion of application scenarios and the creation of new demand are expected to bring double improvements in sales and profitability, including Voice Holdings (AI mobile phones), Lenovo Group (AIPC), Haekang Weiwei (AI security), fluorite network (AI home), roaming (AI speakers), Skyworth Digital (XR glasses) and so on.
