高盛：亚太地区信心清单 - 精选 4 月更新，新增联发科、华润置地、潍柴动力、卡夫顿；剔除爱德万测试、台达电子、吉宝企业、紫金矿业

1 April 2025 | 7:33PM HKT APAC Conviction List - Directors' Cut April Update: Adding Mediatek, CR Land, Weichai Power, Krafton; removing Advantest, Delta, Keppel Ltd, Zijin We add MediaTek, CR Land, Weichai Power, and Krafton to the APAC Conviction List whilst removing Advantest, Delta Electronics, Keppel Ltd, and Zijin Mining. MediaTek: Bruce Lu believes that MediaTek is in a strong position to transition to an AI play from a traditional smartphone AP provider, starting from edge AI devices, to AI enterpri ...