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CITIC Securities released a outlook on the consumer electronics industry in the second half of 2025, stating that the gradual upgrade of edge AI on multiple terminals and its gradual penetration into various segments will lead the growth of the consumer electronics industry. It is recommended to focus on three major investment opportunities: the upgrade and accelerated penetration of AI in mobile hardware, the innovation of new forms of AI wearables, and the restart and upgrade of the optical industry.
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