Guolian Minsheng Securities is optimistic about opportunities for vendors as edge AI commercialization accelerates; Orient Securities believes NSFOCUS could benefit from the rollout of AI security projects, but a profit turnaround still depends on a recovery in revenue.
Apple and Alibaba are partnering to bring Qwen to the China version of Apple Intelligence. Sinolink Securities believes system interaction and the ability to perform tasks across apps will become important directions for device innovation.
Demand for embodied AI data is driving collection services, while edge AI is constrained by model size and memory bandwidth. Institutional views on dairy, pharmacies and traditional Chinese medicine center on cyclical improvement and defensive positioning, respectively.
Guosheng Securities is optimistic about demand for IMU data collection driven by robot training, while Changjiang Securities focuses on steelmakers’ cost advantages. Competition for the AI device interface is intensifying, while lower screen production costs are shifting value toward IP and distribution.
