$BYD ELECTRONIC(00285.HK) barely moved, $LINGYI ITECH(01688.HK) and $Dell Tech(DELL.US) both fell slightly 😪
The consumer electronics OEM supply chain is quiet, and the AI server supply chain is pulling back—the reason $Dell Tech(DELL.US) fell this time isn't demand, but the market's repeated doubts about AI server gross margins, the fate of the assembly segment being to get little meat but take many beatings. The two Apple supply chain stocks are waiting for the autumn new product cycle to kick off; July has always been their seasonal lull.
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