Shares of Longcheer Technology (HKEX: 09611) have risen by more than 7%. At the time of writing, the stock is up 7.33% to HK$27.22, with a turnover of HK$31.97 million.

On the news front, on May 27 this year, Longcheer Technology entered into a strategic cooperation agreement with Flexiv. The partnership will focus on deep collaboration in the application of robotic technology within smart manufacturing scenarios, jointly advancing embodied AI from concept to real-world industrial applications. Du Junhong, Chairman of Longcheer Technology, stated that the strategic cooperation with Flexiv represents a significant step in the company's expansion into the embodied AI field.

Furthermore, on June 1, NVIDIA officially launched its RTX-powered AI PC chips, marking a new phase of competition in the AI PC chip market. According to forecast data from Gartner released in August 2025, global AI PC shipments in 2025 are projected to be approximately 77.79 million units, representing a year-on-year increase of over 100%. The market penetration rate is expected to rise to 31.0%, becoming a key driver for growth in the PC market.

Everbright Securities views the company as a globally leading smart product ODM manufacturer with a solid foundation in the smartphone ODM sector. The company is well-positioned within the new wave of hardware innovation driven by AI, holding significant first-mover advantages in high-growth areas such as AI glasses and AI PCs. The brokerage believes the company's "1+2+X" strategy will drive sustained revenue growth, while improvements in its product mix will continue to enhance profitability, positioning the company for stable earnings growth. The outlook is positive for the company's growth potential amid the broader iteration of AI terminals.