FIBOCOM(SZ:300638) Zhi Tong Cai Jing·2025-12-30 06:46Core Viewpoint - Guanghe Tong (300638) has seen a near 4% increase in stock price, reflecting positive market sentiment following its participation in the 2025 Guangdong-Hong Kong-Macao Greater Bay Area AI Hardware Carnival, where it showcased its comprehensive AI capabilities [1] Group 1: Company Performance - As of the latest report, Guanghe Tong's stock price is at 15.74 HKD with a trading volume of 26.12 million HKD [1] - The company is recognized as a global leader in wireless communication and AI solutions, highlighting its robust AI stack capabilities that support the large-scale implementation of AI hardware [1] Group 2: Market Trends and Future Outlook - Short-term demand for the company's overseas Fixed Wireless Access (FWA) and IoT businesses is expected to remain strong, with an anticipated improvement in shipment structure leading to stable recovery in profitability [1] - Long-term trends indicate a shift of AI computing from cloud to edge, positioning the company to capitalize on new opportunities in the edge computing market, particularly in sectors like AIPC and outdoor robotics, which are expected to contribute to future revenue growth [1]