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Huatai Securities: AI Empowerment and Product Innovation Will Become Key Growth Drivers for Tech-Consumption Companies by 2026
2 day ago /
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Author：小编
The research report by Huatai Securities points out that AI empowerment and product innovation will become significant growth drivers for tech-consumption companies by 2026. Sectors such as smart home, cleaning appliances, smart hardware, AI glasses, and NAS will accelerate their iterations. Platform-based companies are expected to seize market share by leveraging their ecological advantages, while undervalued tech-consumption companies are also anticipated to undergo valuation re-ratings. It is recommended to focus on two types of companies: first, leading tech-consumption companies with AI-driven growth; second, leading home appliance companies with a safety margin and cost-effective valuations.
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