On January 10th, according to a research report by Tianfeng Securities, subsidies for purchasing new products such as mobile phones may stimulate semiconductor demand. It is expected that more regions across the country will include mobile phones and other products in the subsidy scope in the future. Against the backdrop of AI improving the user experience of new products, it is expected that purchasing new products will receive subsidies or accelerate consumer phone replacement. It is recommended to pay attention to the increasing demand for chips related to mobile phones/tablets/smart watches and wristbands.
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