亚洲：三个可行思路-Asia_ Three Actionable Ideas

M Idea July 27, 2025 10:00 PM GMT Asia | Asia Pacific Three Actionable Ideas CK Hutchison Holdings – OW | Bridgestone – OW | Foxconn Industrial Internet – OW OW – Foxconn Industrial Internet (601138.SS): We expect FII to benefit from China's AI development when NVIDIA resumes GPU shipments to China, given its supply exposure to major CSPs. Globally, AI demand into 2026 should continue to drive FII's AI server and network device offerings. Links to reports: CK Hutchison Holdings: Navigating a Multipolar Worl ...