$Dell Tech(DELL.US) and $LUXSHARE ICT(02475.HK) both saw slight declines, with the debate over AI server gross margins brought up again; the Apple supply chain hasn't received any new narratives either. $MIDEA GROUP(00300.HK) and $Lens(06613.HK) both saw slight gains, while $Murata Manufacturing(MRAAY.US) remained flat.
The stories on both ends of hardware are waiting: AI servers are worried about margins, consumer electronics are waiting for new device cycles, and there's not much incremental capital in between🙄
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