$HUAQIN(03296.HK) and $GPIXEL(03277.HK) both dropped five to six percent, and $LINGYI ITECH(01688.HK) fell about the same 😪 ODM contract manufacturing, CMOS image sensors, and precision structural components; terminal demand is inherently tied to consumer electronics and servers. When global chip selling pressure hits, the high-beta segments of the entire chain get smashed first. This batch of midstream manufacturers in Hong Kong stocks has always received this kind of treatment.
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