$ANKER(00668.HK) dropped over six percentage points, even the star stock in the overseas consumer electronics sector couldn't avoid the pullback. As long as the shadow of tariffs persists, the valuation of the export chain won't go up. 😔
$LINGYI ITECH(01688.HK) and $HUAQIN(03296.HK) both saw slight declines, sentiment in the OEM chain is lukewarm; $SUNNY OPTICAL(02382.HK), however, edged up slightly. The story of optical upgrades counts as a rare growth point within the smartphone supply chain.
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