花旗：对于中国科技的亚洲投资者路演
花旗·2025-03-17 05:17
Vi e w point | 16 Mar 2025 20:28:08 ET │ 14 pages We visited HK/TW/SG investors last month; we saw strong interest in DeepSeek beneficiaries including edge AI devices, domestic AI infrastructure supply chain, AI software monetization as well as ADAS beneficiaries. While we see Investors' concern regarding Nvidia supply chain emerging unavoidably, interest in Apple supply chain also waned, sentiment towards national handset subsidy peaked-out but interest in China software increased. Besides fund flow suppor ...