中国-全球人工智能供应链最新动态；亚洲半导体的关键机遇
2025-08-19 05:42
We upgraded our Industry View to Attractive going into 2H25, and reiterate our preference of AI over non-AI. With semi tariff and FX impact concerns behind us, we expect the sector to further re-rate. It is also a good time to preview key investment themes in 2026. See our report for details: Greater China Semiconductors: AI semi strength continues; upgrading Industry View to Attractive (13 Jul 2025) | M | | Foundation | | --- | --- | --- | | August 18, 2025 10:13 AM GMT | | | | Investor Presentation Asia P ...