External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Thematic (Sector/Industry)

<ul><li>Looking ahead to 2026, we expect distinct divergence in global technology endmarkets.</li><li>While AI computing supply chain is set to continue strong momentum driven by rapid LLM upgrade and sustained CSP capex, we believe edge AI cycle (AI smartphones/PCs/glasses) is just beginning to accelerate.</li><li>However, we anticipate near-term pressure on low-end consumer electronics demand due to macro uncertainty, fading China subsidies and rising memory costs. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Looking ahead to 2026, we expect distinct divergence in global technology endmarkets.While AI computing supply chain is set to continue strong momentum driven by rapid LLM upgrade and sustained CSP capex, we believe edge AI cycle (AI smartphones/PCs/glasses) is just beginning to accelerate.However, we anticipate near-term pressure on low-end consumer electronics demand due to macro uncertainty, fading China subsidies and rising memory costs. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Technology - 2026 Outlook: AI compute momentum expands to edge AI revolution

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First Time</li><li>China Opens New Insurance Path for High-Cost Drugs</li><li>China’s Crypto Crackdown Targets Tokenized Real-World Assets</li><li>China’s Crypto Crackdown Targets Tokenized Real-World Assets</li></ul>

Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First TimeChina Opens New Insurance Path for High-Cost DrugsChina’s Crypto Crackdown Targets Tokenized Real-World AssetsChina’s Crypto Crackdown Targets Tokenized Real-World Assets

CX Daily: Chinese Medicine Injections Face Rigorous Regulation for the First Time 

<ul><li>In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion</li><li>Yuan Rallies to One-Year High on Trade Optimism and Fed Cut Bets</li><li>Ant Group Delays Hong Kong Brokerage Takeover as Beijing Approval Drags</li></ul>

In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas ExpansionYuan Rallies to One-Year High on Trade Optimism and Fed Cut BetsAnt Group Delays Hong Kong Brokerage Takeover as Beijing Approval Drags

CX Daily: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion 

<ul><li>Cover Story: The AI Boom’s Unsettling Paradox</li><li>In Depth: How China’s Unified QR Code System Is Redefining Cross-Border Payments</li><li>China’s Online Exporters Face Tax Scrutiny as Platforms Share Data</li><li>Saudi Central Bank Chief Sets Out Vision for the Kingdom’s Fintech Future</li></ul>

Cover Story: The AI Boom’s Unsettling ParadoxIn Depth: How China’s Unified QR Code System Is Redefining Cross-Border PaymentsChina’s Online Exporters Face Tax Scrutiny as Platforms Share DataSaudi Central Bank Chief Sets Out Vision for the Kingdom’s Fintech Future

CX Daily: The AI Boom’s Unsettling Paradox 

Semiconductors /In Depth: Chip Foundries Kick Off State-Backed Consolidation DriveChina-U.S. /Xi to Meet Trump in South Korea to Discuss Bilateral TiesRestructuring /Exclusive: Suning’s $28 Billion Restructuring Plan Tests China’s Approach to Corporate Failure

Semiconductors /In Depth: Chip Foundries Kick Off State-Backed Consolidation DriveChina-U.S. /Xi to Meet Trump in South Korea to Discuss Bilateral TiesRestructuring /Exclusive: Suning’s $28 Billion Restructuring Plan Tests China’s Approach to Corporate Failure

CX Daily: Chip Foundries Kick Off State-Backed Consolidation Drive 

China

Huawei Technologies Co., Ltd. provides networking products and telecommunication solutions. The Company researches and develops internet access, transmission network, servers, storage, security, and other networking products. Huawei Technologies also offers business consulting, network integration, assurance, managed, learning, and global delivery services.

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Huawei Technology (40978Z CH)

Technology - 2026 Outlook: AI compute momentum expands to edge AI revolution

We believe expansion of AI computing demand and edge AI innovation will become major growth drivers in 2026, and recommend two key structural...

CMB International

CX Daily: Chinese Medicine Injections Face Rigorous Regulation for the First Time

TOP STORIES Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First Time The deaths first surfaced in a scattering of...

Caixin Global

CX Daily: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion

TOP STORIES In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion Chinese carmaker Geely is betting that an...

Caixin Global

CX Daily: The AI Boom’s Unsettling Paradox

TOP STORIES Cover Story: The AI Boom’s Unsettling Paradox A surge in generative AI has supercharged the technology sector in the United States,...

Caixin Global

CX Daily: Chip Foundries Kick Off State-Backed Consolidation Drive

Semiconductors /In Depth: Chip Foundries Kick Off State-Backed Consolidation Drive China-U.S. /Xi to Meet Trump in South Korea to Discuss Bilateral...

Caixin Global

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