花旗发表研报指，在政策支持和盈利前景改善的推动下，中港科技及通讯股估值在2024年后得到重新评估。展望2025年，该行将重点放在“4A”主题及受益者，包括Android、汽车、人工智能(涵盖计算及货币化)、苹果(AAPL.US) 。
花旗表示，鉴于特朗普就任美国总统在即，预计市场未来将出现获利回吐及避险的走势。同一时间，苹果及人工智能的货币化情绪，或会随着更多产品发布而于今年第二季末出现。
在硬件及组件领域中，花旗推荐小米(01810.HK) 、舜宇(02382.HK) 、沪电股份(002463.SZ) 、蓝思科技(300433.SZ) 、高伟电子(01415.HK) ；在半导体领域中，该行看好ASMPT(00522.HK) 、韦尔股份(603501.SH) ；在软件领域中，该行推荐金蝶(00268.HK) ；在通讯基础设施领域中，该行看好中际旭创(300308.SZ) 、新易盛(300502.SZ) 及天孚通信(300394.SZ) 。(js/k)
(港股报价延迟最少十五分钟。沽空资料截至 2025-01-13 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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