$PC PARTNER(01263)$ I've closed my long position in PC Partner (01263). While I understand the market's focus on potential AI inference growth in 2025, driven by home PCs utilizing GPUs for personal AI like Deepseek, I'm concerned about their 2024 profit guidance.
My initial bullish thesis was based on the expectation that 1263 would significantly outperform previous cycles, particularly with the Nvidia RTX 40 series. I anticipated a strong GPU upgrade trend. However, I suspect they have substantial, undisclosed non-profit operations, which introduces unacceptable risk.
Although the stock could potentially double or triple, I'm uncomfortable with the uncertainty. Furthermore, I view gaming GPUs as a commodity, making me hesitant to hold the stock long-term. , i will be Zotac and Inno3d customers for ever !
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- gogoooCn·2025-02-25TOP太棒了兄弟。还有其他港股值得关注吗？1Report