$Blackberry(BB.US) saw a small rise, and $Celestica(CLS.US) is also rising, with both showing modest gains. One relies on software licensing from its QNX automotive system, while the other earns manufacturing profits through AI server contract manufacturing; both are in the category overshadowed by the halo effect of large-cap stocks 🙃
The revenue structure of $Celestica(CLS.US) has already undergone a round of changes in the past two years. Market perception still lags behind, viewing it as a traditional EMS provider. This cognitive gap typically takes several quarters of gross margin data to correct.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
