
$Lens(06613.HK) dropped by five or six percent, $LENOVO GROUP(00992.HK) saw a slight decline 😔
The Apple supply chain and PC sector are waiting for the new device cycle in the second half of the year; Hong Kong hardware stocks tend to follow the broader market index down on days when the index is selling off.
The real focus lies in the inventory data for AI PCs and foldable screens; prior to that, stock prices just drift with the tide.
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