Sinotrust Securities: AI Superimposes Consumer Electronics Government Subsidies, Electronic Sector Second Quarter May Continue High Growth.

The research report from Zhongtai Securities stated that, supported by AI investment and subsidies for consumer electronics, the performance of the electronics sector significantly rebounded in the first quarter. Looking ahead, the prosperity of the electronics industry in the second quarter continues to be high, with the AI trend driving strong demand for computing chips and related hardware, increased corporate capital expenditures, and the semiconductor sector maintaining a high growth trend. The downstream cloud computing and automotive electronics orders are ample, and it is expected that the performance in the second quarter will exceed market expectations.