Daiwa: AI investment diversification has caused Ningde Times (03750) to be reconsidered, reiterating a "buy" rating.

Zhixin Finance APP learned that Morgan Stanley released a research report stating that the recent strong performance of Contemporary Amperex Technology Co., Ltd. (03750) was mainly due to capital shifting from crowded AI-related stocks to high-quality lagging stocks. The bank believes that earlier this year when market funds were concentrated in AI-related stocks, the market had a lower recognition of the fundamentals of Contemporary Amperex Technology Co., Ltd. In recent times, investors have been seeking to diversify their AI holdings, leading to a reaffirmation of the "overweight" rating for Contemporary Amperex Technology Co., Ltd., with an H share target price of 815 Hong Kong dollars.