Changjiang Securities·2025-08-29 05:26Investment Rating - The report provides a "Buy" recommendation for the technology sector, specifically highlighting key stocks in electronics, computing, communication, and media [4][7]. Core Insights - The report identifies key stocks in the technology sector for September 2025, including GoerTek, Yutong Optical, Jiufang Zhitu, Meitu, Tianfu Communication, Huafeng Technology, Kaiying Network, and Giant Network [4][7]. - GoerTek is positioned for long-term growth through investments in AI smart hardware and AR/VR, with a focus on XR optics and smart wearable devices [9]. - Yutong Optical is recognized as a leader in the security lens market, with strong growth potential in automotive lenses and molded glass [10]. - Jiufang Zhitu is noted for its leadership in online high-end investment education services, with a robust talent pool and multiple growth drivers [11]. - Meitu has successfully transitioned to a subscription model and is leveraging its aesthetic expertise to expand globally [12]. - Tianfu Communication is expected to benefit from the growth of high-speed optical engines and new product forms [12]. - Huafeng Technology is positioned to capitalize on the strong demand for AI applications and high-performance connectivity solutions [12]. - Kaiying Network is set to drive growth through new game launches and AI technology integration [15]. - Giant Network is experiencing significant growth in user engagement and revenue from its popular game titles [16]. Summary by Category Electronics - GoerTek: Focus on AI smart hardware and strategic partnerships with leading tech companies [9]. - Yutong Optical: Market leader in security lenses with growth in automotive and new consumer segments [10]. Computing - Jiufang Zhitu: Leading online investment education firm with a strong operational model and talent base [11]. - Meitu: Transitioned to subscription services with a focus on aesthetic technology and global expansion [12]. Communication - Tianfu Communication: Growth in high-speed optical products and new customer acquisition [12]. - Huafeng Technology: Strong demand for AI applications and high-performance connectivity solutions [12]. Media - Kaiying Network: New game launches and AI integration expected to drive revenue growth [15]. - Giant Network: Significant user engagement and revenue growth from popular game titles [16].