China is gradually lifting Shanghai’s blockade and control, the market is generally optimistic, and the electronics industry will recover simultaneously, but Tianfeng Securities analyst Guo Mingchi believes that consumer electronics demand is disappearing, the negative trend has not improved, and the profits of brands and supply chains in the second half of the year will be lower than expected. Ming-Chi Kuo said that many companies and investors expect that the improved production after Shanghai’s reopening will meet the delay in demand for consumer electronics due to supply shortages, which will benefit brands and supply chain revenue and earnings in the...