$LENOVO GROUP(00992.HK) rose over four percentage points, with the replacement cycle expectation for AI PCs giving it some momentum; $Murata Manufacturing(MRAAY.US) edged up slightly, $CHINA MOBILE(00941.HK) was basically flat, and $Echostar(SATS.US) also just lay there ☺️
Among this batch of hardware components and telecom operators, Lenovo has a story with AI PCs, while the rest are in a steady state — telecom operators have dividend support, and during market volatility, they just look lukewarm like this, suitable for ballast but not for chasing volatility.
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