中国科技_通信_2025 年第二季度后亚洲市场反馈 -China_Technology__Communications_Post_2Q25_Asia_Marketing_Feedback
2025-09-30 02:22
Vi e w point | 28 Sep 2025 18:23:29 ET │ 12 pages China Technology & Communications Post 2Q25 Asia Marketing Feedback CITI'S TAKE We met with over 40institutional investors inHK/SG in the pasttwoweeks. Our last stock pitch suggested over 110% return since June marketing feedback. Heading into 4Q25, we expect (i) AI chain sentiment to rebound on several catalysts in October post Golden Week afterrecent profit-taking, (ii) Apple chain profit taking may be ahead after next build plan update and 1Q26 low season ...