Morningstar analyst Chelsey Tam says worries over JD.com's competitive pressure are overstated. The retailer’s GMV share slipped 400 basis points from 2022 to 2025 as Douyin and PDD gained traction, but Tam projects only another 300‑basis‑point decline by 2035. A 20% fair‑value cut to HK$138 leaves the stock modestly undervalued, with shares sliding 0.6% to HK$98.45.

Daiwa Capital’s SK Kim notes that new capital outlays by Samsung Electronics and SK Hynix, totalling roughly 800 trillion won, will not reshape global memory markets for three to five years. Most spending targets facilities slated for completion after 2030, and both firms retain flexibility to adjust plans amid shifting demand, while continuing construction of U.S. fabs already under way.

T. Rowe Price’s Agnes Ng highlights the next AI investment frontier: upstream supply‑chain components such as advanced packaging, semiconductor substrates and high‑end PCBs. Though they represent a small portion of AI bill‑of‑materials, price hikes could lift manufacturers’ earnings without burdening end users, creating a niche profit driver for investors.