2023-12-27 04:57:02
First Financial Investment Consulting held the 2024 Investment Outlook Conference today (27th) and is optimistic that Taiwan will be the big winner under the AI upgrade trend. The increase in server assembly this year is just the beginning, and the comprehensive upgrade of terminal hardware will lead to the next stage. In the big market, Chen Yiguang, chairman of First Financial Investment Consulting, named the semiconductor industry and related equipment stocks, AI industry, IC design, ASIC, heavy electricity, green energy, textile and cooling and other industries worth looking forward to.
Chen Yiguang pointed out that Taiwan has the most complete semiconductor supply chain in the world, from the most upstream IC design and chips to the final server shipments, and will be the big winner in the AI upgrade trend.
Chen Yiguang further analyzed that due to response speed and privacy considerations, in the future computing terminals will move from the cloud to the edge. Eventually, terminal devices will need to have AI functions. It is expected that PCs, mobile phones, laptops, cars, etc. with AI functions will all be huge business opportunities in the future. .
In addition to the long-term outlook for the electronics industry, in terms of production transfer, First Financial Investment Consulting pointed out that the Olympic Games will start next summer, and the recent inventory depletion of American sports brands is nearing completion. In addition, in recent years, the supply chain has been required to de-sinochemical, which is expected to drive Taiwanese factories. The operations of related concept stocks have increased.
Looking back at the years when the Olympic Games were held, the revenue of leading sports brand NIKE has a significant annual growth of 14-19%. Next year’s Paris Olympics will be held for the first time following the epidemic, and the brand’s efforts to attract goods from related supply chains will be the focus in the first half of the year.
In addition, Taiwan’s three major wind farms will be connected to the grid next year. The government is vigorously promoting domestic green power development, focusing on solar energy and offshore wind power. This year’s total offshore wind power capacity is expected to be 2.1GW, and will increase by another 1.7 times to 5.6GW in 2025. GW, the installation capacity will reach 8GW in 2027, and the compound annual growth rate from 2022 to 2027 will reach 79.65%, with huge room for growth.
At the same time, domestic power infrastructure has kept up with development. In just seven years, Taipower’s investment amount has doubled compared with 2017, and the orders on hand for state-related heavy power groups have continued to rise, reflecting the explosive growth in demand.
First Financial Consulting also mentioned that electric vehicles are the clearest trend industry in the world. Global sales this year are approximately 14.84 million units, an annual growth of 41%, and the penetration rate has increased to 18%. It is estimated that sales will be 26.12 million units by 2025. , 42 million units in 2030, and is expected to compete with fuel vehiclesgoldCrossover, the industry is bullish in the long term.
Today’s relevant news: 〈First Financial Securities Investment Outlook〉Taiwan stocks will “recover” next year, with a high of 19,500 points
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