BOE Logic Brief (ManDao)

PortfolioAlert · 2026-02-14T04:37:15+00:00

1. The panel layout is set, South Korea and Japan are exiting the Chinese market! 2. After burning money for 10 years, they are finally stopping, establishing a market oligopoly with billions in revenue and high profit elasticity! 3. Depreciation will significantly decrease starting this year, and in the later stages, depreciation costs alone will indirectly contribute tens to hundreds of billions in profit! 4. In the AI era, large-screen TVs and various display demands are increasing, supported by price hikes! 5. Gao Yi and Deng Xiaofeng have been lurking for 3 years without profit; it's time to reap the rewards! 6. Short-term potential trigger: the World Cup! Let the world see Chinese screens! My subjective thoughts, for reference only

PortfolioAlert

2026-02-14 04:37:15

The panel layout is set, Korea and Japan are exiting the Chinese market!
After burning money for 10 years, they are finally stopping, establishing a market oligopoly, with revenue in the hundreds of billions and large profit elasticity!
Depreciation will significantly decrease starting this year, and in the later stages, depreciation costs alone will indirectly contribute tens of billions to hundreds of billions in profit!
In the AI era, large-screen TVs and various display demands are increasing, supported by price hikes!
Gao Yi Deng Xiaofeng has been lurking for three years without profit; it’s time to harvest!
Short-term potential trigger: the World Cup! Let the world see Chinese screens!

This is my subjective analysis, for reference only.

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