Huatai Securities: In 2026, AI empowerment and product innovation will become important growth points for technology consumer companies.

Huatai Securities believes that in 2026, AI empowerment and product innovation will become important growth points for technology consumer companies. The iteration of tracks such as smart home, clean appliances, smart hardware, AI glasses, and NAS is accelerating. Platform-type companies are expected to seize market share with ecological advantages, while undervalued technology consumer companies also have opportunities for valuation reassessment.