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Due to factors such as storage price increases, exchange rate fluctuations, Apple's adjustment of the product release cycle, and AI, the gross margins of many representative consumer electronics companies declined and profits were under pressure during the peak season in the third quarter of this year. At the same time, as the industry was actively building the second and third growth poles other than traditional consumer electronics, most companies' revenue continued to grow, sending a positive signal for future long-term development. Over the past few years, the development of the consumer electronics industry chain has been closely related to the consumer electronics market, but with the weak growth of the consumer electronics industry in recent years and the accumulation of technology by industrial chain companies to a certain extent, industrial chain companies are seeking additional volume from AI glasses, robots, gimbal cameras, automobiles, servers, optical communication, etc., to create the second and third growth poles while mitigating the cyclical risks of a single track.
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Due to factors such as storage price increases, exchange rate fluctuations, Apple's adjustment of the product release cycle, and AI, the gross margins of many representative consumer electronics companies declined and profits were under pressure during the peak season in the third quarter of this year. At the same time, as the industry was actively building the second and third growth poles other than traditional consumer electronics, most companies' revenue continued to grow, sending a positive signal for future long-term development. Over the past few years, the development of the consumer electronics industry chain has been closely related to the consumer electronics market, but with the weak growth of the consumer electronics industry in recent years and the accumulation of technology by industrial chain companies to a certain extent, industrial chain companies are seeking additional volume from AI glasses, robots, gimbal cameras, automobiles, servers, optical communication, etc., to create the second and third growth poles while mitigating the cyclical risks of a single track.
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