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CITIC Securities: AI Investment and Consumer Electronics Subsidies Fueling Continued Growth in Electronics Sector in Q2
1 day ago /
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Author：小编
In the first quarter, the electronics sector witnessed a notable rebound, bolstered by the surge in AI investment and the implementation of a subsidy policy for consumer electronics. As we look ahead to the second quarter, the industry's momentum persists, with the AI boom fueling an increase in demand for computing chips and hardware. This surge in demand, coupled with heightened capital expenditures by enterprises, has led to robust performance in the semiconductor sector. Furthermore, downstream sectors such as cloud computing and automotive electronics are experiencing robust order books, indicating that the sector's performance in the second quarter is poised to exceed expectations.
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