China Galaxy Securities released a research report saying that in July, the domestic electronics industry showed an extreme pattern of differentiation, with high profit recovery in the semiconductor cycle, sector valuations correction, deep pressure on traditional consumer electronics terminals, and a sharp rise in AI innovative terminals. Overall, the consumer electronics industry has completely bid farewell to the general rise in scale and has entered a high-end, intelligent, and innovative structural development cycle. The peak new product stocking season in the second half of the year is expected to drive marginal recovery in the industrial chain.

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