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According to the AI Express of Every Business, Southwest Securities released a research report on May 7th, giving a buy rating to Envic Electronics (601231.SH) with a target price of 17.2 yuan. The main reasons for the rating include: 1) Overall stable operation, Q1 performance better than previous guidance; 2) SiP in AI terminal applications demand is increasing, and the volume of smart glasses is expected to open up new growth space; 3) Actively expanding the layout of cloud storage business, waiting for multiple points to bloom in the future. (Daily Economic News)
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