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According to AI Express, Huayuan Securities released a research report on November 10, giving a "buy" rating to Transsion Holdings (688036.SH). The reasons for the rating mainly include: 1) The operating pace continues to rise, with the short-term profit suppressed by supply chain and market competition pressure; 2) The shipping pace continues to strengthen, with the quantity and price of smartphones rising in the third quarter; 3) Cost pressure is expected to be transmitted, and profit capabilities are expected to recover; 4) The eve of the scale commercial use of AI at the end, the company's hardware entry value is highlighted. (Daily Economic News)
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