Broker Name: CGS International
Date of Report: November 13, 2025
Excerpt from CGS International report.
- Nvidia’s AI chips are driving massive capital expenditures in Big Tech, but the short lifespan of these chips could make AI-related spending a recurring, not one-off, cost; this benefits Nvidia but poses challenges for hyperscaler companies like Google, Microsoft, and Amazon, which are responding with cost controls such as job cuts.
- The global market for all-solid-state battery manufacturing equipment is projected to exceed RMB32 billion by 2030, with initial demand expected in emerging sectors like robotics and electric vertical takeoff and landing vehicles (eVTOLs); investment opportunities exist for both existing suppliers and new equipment manufacturers.
- Technical analysis on China Sunsine Chemical Holdings Ltd indicates a bullish trend continuation, with strong technical signals including uptrend confirmation, volume spikes, and positive momentum indicators; target prices range up to 1.36.
- Extensive disclaimers and jurisdictional notes are provided, clarifying regulatory compliance and distribution restrictions in various countries.
Report Summary
- Big Tech’s AI investments are significant and recurring due to rapid chip depreciation, benefiting hardware suppliers but pressuring hyperscalers to cut costs.
- Solid-state battery equipment market is expected to grow substantially, presenting opportunities in both traditional and new manufacturing sectors.
- China Sunsine Chemical Holdings Ltd is technically positioned for further bullish movement according to CGS International’s analysis.
Above is an excerpt from a report by CGS International. Clients of CGS International can be the first to access the full report from the CGS International website: https://www.cgs-cimb.com
