ENTITY
Luxshare Precision Industry

Luxshare Precision Industry (002475 CH)

231
Analysis
Industrials • China
Luxshare Precision Industry Co., Ltd. researches, manufactures and sells connectors. The Company's products are widely used in computers, communication devices, consumer electronics products and automobiles.
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•08 Aug 2025 19:47•Broker

Technology - US New Sectoral Tariffs Better than Feared...

The US President Trump announced plans (link) on a 100% tariff on semi imports, but companies that pledged large investments in the US...

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•01 Aug 2025 06:19•Broker

Technology - Ray-Ban Meta Upbeat in 1H25, Xiaomi 500k Target and Quark Glasses Launch

We reiterate our positive view on the booming AI glasses cycle, and we believe ongoing strength of Ray-Ban Meta glasses (+200% in 1H25), Xiaomi AI...

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•17 Jul 2025 09:33•Broker

Technology - Implications of Resumption of H20/MI308 Sales in China

Nvidia announced (link) that 1) it is filing applications to resume H20 chip sales to China, 2) the US government has assured that licenses will be...

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•04 Jul 2025 19:29•Broker

Technology - Implications of US-Vietnam Tariff Deal; Apple Supply Chain to Benefit Most

US President Trump announced on 2 July that the US reached a trade deal with Vietnam, one week ahead of the 9 July deadline.

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•26 May 2025 19:58•Broker

Technology: GB300 NVL72, Liquid Cooling, GPU/SOCAMM Socket, AI PCs, DGX Spark

Computex 2025 was held in Taipei during 19-23 May, which mostly focused on AI servers, AI PCs, and thermal/power/connector solutions.

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