On February 22nd, the consumer electronics sector saw a strong upward trend, with the concept of smart wearable devices continuing to strengthen. Analysts believe that the consumer electronics industry has attracted market attention due to factors such as the continuous promotion of new products by major manufacturers and the stimulation of domestic demand for smartphones by the trade in policy for consumer goods. At the same time, large models represented by DeepSeek are driving generative AI in mobile phones PC、 The acceleration of the landing of end side devices such as humanoid robots, coupled with the innovation and upgrading of mobile phone hardware, is expected to reshape the valuation of the consumer electronics industry. (China Securities Journal)
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