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Zhongyin International's Technology Outlook for 2025: The recovery of terminal demand continues, and innovation in endpoint AI accelerates.
Looking ahead to 2025, considering the moderate recovery of the Global economy, the continued warming of demand for mobile phones/PCs, the ongoing growth of Universal/AI Servers, and the innovation cycle of edge AI, it is expected that the Technology Sector will maintain high prosperity in 2025.
Hong Kong stocks movement | FIT HON TENG (06088) is currently down over 4% as it is reported that the mass production of the GB200 chip has been delayed again, impacting the company's performance in the Consumer Electronics and Autos Business.
FIT HON TENG (06088) is currently down over 4%. As of the time of writing, it has fallen by 4.83%, trading at 3.15 Hong Kong dollars, with a transaction volume of 77.1121 million Hong Kong dollars.
[Brokerage Focus] CCB International points out that the AI computing power Industry Chain is developing vigorously and expects the Technology Industry Chain to usher in a new round of development opportunities.
Jinwu Financial News | Zhongan International releases the outlook for China's Technology Industry in 2025. Looking back at 2023-2024, the AI computing power Industry Chain is flourishing, with the implementation of edge model scenarios and new AI terminal products accelerating. The penetration of AI smartphones and AIPC is increasing, and innovation is extending to areas such as AI glasses and Smart Home. Looking forward to 2025, considering the mild recovery of the global economy, the continued warming of mobile/PC demand, the ongoing growth of General/AI Servers, and the innovation cycle of edge AI, this organization believes that the Technology Industry Chain is likely to welcome a new round of development opportunities, continuously driving Hardware innovation and accelerating the replacement cycle. Additionally, in terms of Sector valuation,
FIT HON TENG(06088.HK):INDIA PRODUCTION FACILITIES ONLINE BY EARLY 2025 MAINTAIN "BUY"
FIT HON TENG (06088.HK): The production facility in India will start operation in early 2025, maintaining a "Buy" recommendation.
We maintain the investment rating of FIT HON TENG ("the company") as "Buy", and raise the target price from 2.42 HKD to 4.87 HKD. Our new target price is based on a PE of 17.4 times for the year 2025, which aligns with Hong Kong-listed companies.
Hong Kong stocks move | fit hon teng (06088) is currently down over 5% due to Foxconn's weak revenue in November, raising market concerns that AI demand may not offset apple's sluggish performance.
Fit Hon Teng (06088) is now down more than 5%, as of the release of this article, it is down by 5.01%, at 3.22 Hong Kong dollars, with a turnover of 26.0128 million Hong Kong dollars.
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