$HUAQIN(03296.HK) has fallen nearly four percentage points, which is quite eye-catching. $SUNNY OPTICAL(02382.HK) dipped slightly, while $Murata Manufacturing(MRAAY.US) basically didn't move. The ODM and optical sectors haven't caught up with the hardware chain's momentum 😪
$HUAQIN(03296.HK), as a major ODM stock, experienced a more substantial pullback, while optics and passive components were relatively resilient. Although all fall under consumer electronics, the AI PC stocks are soaring, while these upstream manufacturing ones were the first to see profit-taking.
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