$ANKER(00668.HK) rose 11%, with the hype of a sub-new stock listed for just over half a month, combined with Anker's Q1 average price increase of 42%, power banks are now valued like tech stocks; $HUAQIN(03296.HK) also rose by more than six points.
$BYD ELECTRONIC(00285.HK) and $Hon Hai Precision Industry Co., Ltd.(HNHPF.US) basically didn't move, while $HP(HPQ.US) saw a slight drop; contract manufacturers are still stuck in their respective cycles.
Capital in consumer electronics is now targeting new faces with brand premiums, while the revaluation of contract manufacturers has to wait for AI terminals to ramp up 😀
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