＜Research＞G Sachs: Handset Vendors To Launch Mid-high-end Models in Late Jul or Aug; AIGC Functionality, Periscope Camera Main Highlights

　　The models launched by handset vendors in June and July so far are majorly mid-end, Goldman Sachs said in a research report, viewing that the launch of foldable handset models may support the current price level. Recent new models were at around +/ -7% price difference against previous generations. It is expected that late July and August will see the launch of mainly mid-to-high-end new models, with more foldable handsets and AIGC functionality and periscope camera as the main highlights.

　　The broker said AAC TECH (02018.HK) +0.100 (+0.312%) Short selling $8.79M; Ratio 16.976% , Luxshare (002475.SZ) +2.180 (+5.318%) , Transsion (688036.SH) +3.520 (+4.668%) , BYD ELECTRONIC (00285.HK) +1.450 (+4.006%) Short selling $19.88M; Ratio 15.173% , BOE (000725.SZ) +0.130 (+3.266%) , O-Film (002456.SZ) +0.260 (+3.110%) , Josun Maxscend (300782.SZ) +2.220 (+2.950%) , Will Semi (603501.SH) +1.770 (+1.629%) , SG Micro (300661.SZ) +2.090 (+2.669%) , TSMC and ASMPT (00522.HK) +2.200 (+1.921%) Short selling $13.56M; Ratio 17.531% were rated Buy, while SUNNY OPTICAL (02382.HK) +3.300 (+6.748%) Short selling $73.20M; Ratio 16.125% was rated Neutral.

　　(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2024-07-16 12:25.) (A Shares quote is delayed for at least 15 mins.)

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