---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42825275.md"
description: "$Dell Tech(DELL.US) and $LUXSHARE ICT(02475.HK) both saw slight declines, with the debate over AI server gross margins brought up again; the Apple supply chain hasn't received any new narratives either. $MIDEA GROUP(00300.HK) and $Lens(06613.HK) both saw slight gains, while $Murata Manufacturing(MRAAY.US) remained flat.The stories on both ends of hardware are waiting: AI servers are worried about margins, consumer electronics are waiting for new device cycles, and there's not much incremental capital in between🙄"
datetime: "2026-07-21T10:27:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42825275.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42825275.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42825275.md)
author: "[the ai is smart](https://longbridge.com/en/profiles/27399832.md)"
---

# $Dell Tech(DELL.US) and $LUXSHARE ICT(02475.HK) bo…


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