Shanghai Securities research report stated that the release of AI new products may drive demand for 3C equipment. The demand for consumer electronics terminals is slowly recovering, and Apple's release of AI products is expected to stimulate replacement demand. End-side products such as mobile phones and PCs equipped with AI can upgrade the user experience, which may drive a new round of replacement frenzy. At the same time, downstream terminal consumption recovery coupled with AI product hardware configuration upgrade needs may drive capital expenditure in the consumer electronics industry, and thereby drive demand for 3C equipment. Recommended stocks: Guangdong Create Century Intelligent Equipment Group Corporation, Bozhong Precision Industry Co., Ltd., and Quick Intelligent Equipment.
上海证券：AI新品发布或带动3C设备需求
Shanghai Securities: AI new product releases are expected to drive demand for 3C equipment.
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