Group 1: 3D Printing Technology Development - The development of smart manufacturing technology has made 3D printing an important force in cultivating new productive forces in China [1] - 3D printing technology is transitioning from an optional choice to a necessary option in high-end manufacturing fields such as aerospace [7] - The global 3D printing market is expected to reach $88.3 billion by 2030, while the Chinese 3D printing equipment market is projected to exceed 120 billion yuan by 2029, with a compound annual growth rate of approximately 19.5% from 2024 to 2029 [7] Group 2: Company Activities in 3D Printing - Companies like Protolabs predict significant growth in the 3D printing market, indicating a robust future for the industry [7] - A-share market has over 30 stocks related to 3D printing, with companies like Jinggong Technology focusing on robot-related 3D printing equipment [7] - Aitide has developed 3D printing zirconia ceramic technology and has received FDA and NMPA registration for its high solid content printing materials [7] Group 3: Market Performance and Trends - The average increase of 3D printing concept stocks is 17.18% year-to-date, with four stocks seeing cumulative gains over 50% [10] - Sixteen 3D printing concept stocks have seen a daily average trading volume increase of over 10% since May, with five stocks doubling their trading volume [11] - As of May 12, eight stocks have a rolling price-to-earnings ratio below 40, indicating potential investment opportunities [11]

新华财经上海5月12日电（林郑宏）受《中美日内瓦经贸会谈联合声明》发布提振，5月12日港股尾盘大 幅上扬，恒生指数收盘涨近3%，恒生科技指数涨超5%。 苹果概念股领涨市场，瑞声科技（02018.HK）收盘涨15.37%，舜宇光学科技（02382.HK）涨14.83%， 比亚迪电子（00285.HK）涨13.79%。 A股"果链"公司股价此前亦表现不俗，蓝思科技（300433）收盘涨9.63%，立讯精密（002475）涨 6.36%，歌尔股份（002241）涨5.61%。 在5月12日发布的最新调研记录中，立讯精密董事长王来春在回复投资者提问时称，美国加征关税对公 司业绩影响非常有限，因为公司产能全球化多年来随着市场及客户的要求，已进行了完整布局。对于近 期股价出现较大幅度波动，王来春表示，公司经营状况良好，相信随着公司良好业绩的体现，一切担心 会消失，股价也会回归企业的价值面。 （文章来源：新华财经） 据中证报消息，记者日前从供应链公司人士处获悉，苹果给供应商提供的出货目标指引为2026年下半年 推出首款折叠屏手机，是一款"大折叠屏iPhone"，该供应链公司表示，希望进入折叠屏iPhone的关键部 件供应商 ...

Group 1 - The joint statement from the China-US Geneva trade talks led to a significant rise in global risk assets, with the Hang Seng Index gaining nearly 700 points [1] - The Hang Seng Technology Index increased by 5.16%, while the Hang Seng Index and the National Enterprises Index rose by 2.98% and 3.01%, respectively [2] - Major technology stocks surged, with JD.com and Alibaba both rising over 6%, and financial stocks also performed well [2][4] Group 2 - The technology sector saw substantial gains, with stocks like Bilibili, JD.com, Kuaishou, and Alibaba all increasing by over 6% [4] - Apple-related stocks experienced a significant boost, with companies like GoerTek and AAC Technologies rising by over 18% and 15%, respectively, following price adjustments for iPhone models [5][6] - Financial stocks, particularly Chinese brokerage firms, showed strong performance, with China International Capital Corporation rising over 7% [7] Group 3 - Shipping stocks also saw notable increases, with China COSCO Shipping Holdings rising over 8% [8] - Conversely, gold stocks faced sharp declines, with Lingbao Gold and Chifeng Jilong Gold dropping over 11% due to reduced safe-haven demand following the easing of US-China trade tensions [9] - Biopharmaceutical stocks fell, with companies like BeiGene and CanSino Biologics experiencing declines of over 8% and 5%, respectively, due to announcements regarding drug price reductions in the US [10] Group 4 - Southbound capital saw a net sell-off of HKD 18.528 billion, indicating a cautious sentiment among investors [11] - Morgan Stanley expressed optimism about the progress in trade negotiations, leading hedge funds to increase their long positions in Chinese stocks [12]

消息面上，今日午后，中美日内瓦经贸会谈联合声明发布，双方承诺将于2025年5月14日前采取修改加 征的从价关税等系列举措。 券商板块拉升 券商板块盘中强势拉升，截至收盘，锦龙股份涨8.5%，盘中一度涨停；华鑫股份、东方财富、中国银 河等涨超4%，中信证券涨近3%。 | 代码 | 名称 | . | 涨幅% | 现价 | 张跌 | 头价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 000712 锦龙股份 | | R | 8.53 | 12.60 | 0.99 | 12.59 | 12.60 | 685177 | | 600621 | 华鑫股份 | R | 4.97 | 14.16 | 0.67 | 14.16 | 14.17 | 385028 | | 300059 | 东方财富 | R | 4.27 | 21.72 | 0.89 | 21.72 | | 524.9万 | | 601881 | 中国银河 | R | 4.23 | 16.50 | 0.67 | 16.50 | | 16.51 120.4万 | | 0026 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the stock prices of several companies related to Apple, indicating a positive market reaction [1] Group 2 - Gawe Electronics (01415.HK) saw a nearly 18% increase in its stock price [1] - BYD Electronics (00285.HK) experienced a 15% rise [1] - Sunny Optical Technology (02382.HK) also rose by 15% [1] - AAC Technologies (02018.HK) had a stock price increase of 14% [1]

5月12日，港股市场的苹果概念股迎来普涨行情。 截至发稿前，舜宇光学科技（02382.HK）大涨11.02%，瑞声科技（02018.HK）涨10.48%，丘钛科技 （01478.HK）涨8.81%，高伟电子（01415.HK）涨7.97%，比亚迪电子（00285.HK）涨6.3%。 从催化因素看，今日果链概念股集体躁动，主要受一则重磅消息影响。 此外，苹果还被曝出将调整产品策略。其将从过往的一年发布一次手机，到一年发布两次，上半年发布 基础款，下半年则推出更高端的Pro、折叠屏等系列。 分析师郭明錤指出，苹果改变iPhone发布策略主要是为了应对中国市场的激烈竞争。通过一年两次的更 新，苹果可以缩小营销空窗期。 更为重要的是，近几年，受华为、小米、OPPO等本土品牌的冲击，苹果在中国市场节节败退，市场份 额正在逐步流失。 根据IDC公布的数据，2025年Q1苹果在中国市场的智能手机出货量同比下滑了9%，成为前五大品牌中 唯一录得负增长的厂商；市场份额从上一季度的17.4%降至13.7%，已连续第七个季度下滑。 苹果2025财年第二财季（截至今年3月底）报告也显示，苹果在大中华区的收入同比下滑2.3%，已连续 ...

无需港股通，A股账户就能T+0买港股>> 港股苹果概念股拉升，舜宇光学科技涨超10%，瑞声科技、丘钛科技涨超8%，高伟电子涨超6%、比亚 迪（002594）电子涨超5%。 ...

Group 1 - The Hang Seng Technology HKETF (513890) opened up over 2% on May 12, 2025, with a turnover of 5.66% and a transaction value of 23.15 million yuan, while the Hang Seng Technology Index (HSTECH) rose by 1.26% [1] - Key stocks such as Sunny Optical Technology (02382) increased by 4.66%, BYD Electronics (00285) by 4.65%, and NIO-SW (09866) by 4.58%, indicating strong performance in the technology sector [1] - The Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange announced the launch of the "Tech Company Fast Track" on May 6, aimed at facilitating the listing of specialized technology and biotech companies, which is expected to encourage more companies to list in Hong Kong [1] Group 2 - Dongwu Securities expressed optimism about AI technology and domestic consumption, suggesting a focus on high-dividend stocks for defensive positioning due to ongoing overseas risks [2] - The report highlighted that the overall overseas risks remain, and a potential decline in US tech stocks could impact Hong Kong stocks, while a dividend payout wave is anticipated in the second quarter [2] - The political bureau meeting at the end of April emphasized the need to expand consumption and enhance its role in economic growth, reinforcing the focus on domestic consumption as a key theme for the year [2] Group 3 - Morgan Asset Management is integrating its "Global Vision Investment Technology" product line to help investors capitalize on quality tech companies globally, driven by the AI wave [3] - The actively managed funds focus on emerging industry trends, AI opportunities, and sectors like the new energy vehicle supply chain and humanoid robots [3] - The passive investment options include the Morgan Hang Seng Technology ETF (QDII) and other funds targeting innovative pharmaceutical companies and global tech leaders [4]

港股苹果概念股涨幅回落，比亚迪电子(00285.HK)、舜宇光学科技(02382.HK)、瑞声科技(02018.HK)涨 幅均收窄至5%以内。 ...

Group 1 - Apple concept stocks have shown significant gains, with Sunny Optical (02382) up 6.13% to HKD 68.35, AAC Technologies (02018) up 5.44% to HKD 38.75, BYD Electronics (00285) up 5.7% to HKD 35.25, GoerTek (01415) up 4.33% to HKD 22.9, and Q Technology (01478) up 4.48% to HKD 6.76 [1] - A significant consensus has been reached between China and the US, with both sides agreeing to establish a China-US economic and trade consultation mechanism, and a joint statement is expected to be released on May 12 [1] - According to Cinda Securities, high-quality domestic consumer electronics stocks have seen substantial corrections since the imposition of tariff policies, indicating a potential for valuation recovery if tariffs do not develop irrationally [1] Group 2 - The upcoming "618" e-commerce promotion event has led to a price reduction for the Apple iPhone, with the iPhone 16 Pro 128GB version being offered at a discounted price of RMB 5499 after various promotions [2] - The iPhone 16 Pro 128GB version has reportedly sold out on the Apple Store official flagship store shortly after the price reduction announcement [2]