Huafu Securities research report pointed out that it is recommended to focus on five investment opportunities in the electronics industry. 1) Semiconductors: The peak season effect is preliminary manifested, and the recovery momentum will continue to strengthen in the second half of the year; 2) Consumer electronics: Optical growth is strong, and PC repairs year-on-year; 3) AI & OEM: AI servers contribute to incremental growth, increasing on a monthly basis; 4) Storage: Niche storage prices have differentiated; 5) Components and power: Inventory is orderly improving, and PCB growth is strong. Stocks to watch include: Gigadevice Semiconductor Inc., JCET Group Co., Ltd., and Espressif Systems.
华福证券：关注电子行业五个方向的投资机会
Huafu Securities: Focus on five investment opportunities in the electronics industry.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.