摩根大通发布研报称，因高伟电子(01415)超90%的收入来自与苹果的合作关系。小摩预计，即使全球 iPhone销售增长放缓，高伟电子仍将受惠于相机模组规格升级带来的市场扩张。因iPhone后置手机相机 模组(CCM)份额大幅增长，故首予集团"增持"评级，并设目标价44港元。 报告表示，相机模组于总市场规模正在扩大，小摩预计全球iPhone RGB相机模组总市场规模将从2024 年的153亿美元增长至2027年的176亿美元。同时，iPhone手机相机模组份额大幅增长将推动新一轮增长 周期。小摩预计高伟电子的iPhone手机相机模组混合增长率将从2024年的14%上升至2027年的25%，从 而推动2024-2027财收入/每股盈利的复合年增长率达到25%/32%。 ...

报告表示，相机模组于总市场规模正在扩大，小摩预计全球iPhone RGB相机模组总市场规模将从2024 年的153亿美元增长至2027年的176亿美元。同时，iPhone手机相机模组份额大幅增长将推动新一轮增长 周期。小摩预计高伟电子的iPhone手机相机模组混合增长率将从2024年的14%上升至2027年的25%，从 而推动2024-2027财收入/每股盈利的复合年增长率达到25%/32%。 智通财经APP获悉，摩根大通发布研报称，因高伟电子(01415)超90%的收入来自与苹果的合作关系。小 摩预计，即使全球iPhone销售增长放缓，高伟电子仍将受惠于相机模组规格升级带来的市场扩张。因 iPhone后置手机相机模组(CCM)份额大幅增长，故首予集团"增持"评级，并设目标价44港元。 ...

Group 1 - The Hong Kong stock market saw a significant rebound in Apple-related stocks today [1] - Sunny Optical Technology (02382.HK) rose nearly 7% [1] - BYD Electronics (00285.HK) increased by over 5% [1] Group 2 - Other stocks such as Q Tech (01478.HK), AAC Technologies (02018.HK), and GoerTek (01415.HK) also experienced gains [1]

Group 1 - The core viewpoint of the article highlights a short-term surge in Hong Kong's Apple concept stocks, indicating positive market sentiment towards these companies [1] Group 2 - Highwei Electronics experienced a rise of over 6% [1] - Sunny Optical Technology and Q Tech Group both saw increases of over 4% [1]

Market Overview - The Hong Kong stock market showed a positive trend with the Hang Seng Index rising 1.63% to close at 24,181.43 points, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index also saw significant gains of 1.74% and 2.78% respectively, marking a technical bull market as they rose over 20% from April lows [1] - The trading volume for the day reached 245.83 billion HKD, indicating strong market activity [1] Blue Chip Performance - Kuaishou-W (01024) led the blue-chip stocks with a 5.58% increase, closing at 62.4 HKD, contributing 16.34 points to the Hang Seng Index [2] - Other notable performers included WuXi Biologics (02269) up 5.48%, SMIC (00981) up 5.1%, while Budweiser APAC (01876) and Zijin Mining (02899) experienced declines of 2.06% and 1.64% respectively [2] Sector Highlights - Major technology stocks collectively rose, with Kuaishou increasing over 5% and Meituan and JD.com both rising over 4% [3] - The innovative drug sector showed strong performance, with stocks like Eucure Biopharma-B (01477) up 19.45% and King’s Ray Biotech (01548) up 16.14% [3][4] - The Chinese securities sector saw a broad increase, with firms like Everbright Securities (06178) rising 5.27% and GF Securities (01776) up 4.66% [4] Regulatory Developments - The China Securities Regulatory Commission approved the transfer of control for eight companies to Central Huijin, which may lead to a new wave of mergers and acquisitions in the securities industry [5] Consumer and Technology Trends - The upcoming Apple Worldwide Developers Conference (WWDC 2025) is expected to drive interest in consumer electronics and related stocks, with companies like AAC Technologies (01415) and Sunny Optical (02382) showing gains [6] - New consumption stocks also performed well, with companies like Bruker (00325) rising 22.34% [6][7] Commodity Movements - Gold stocks faced declines, with Shandong Gold (01787) down 3.99%, influenced by stable U.S. employment data which suggests the Federal Reserve may maintain its current interest rate stance [7] Notable Stock Movements - China Rare Earth (00769) surged 60% following news of eased export controls on rare earths, reflecting strong market interest [8] - Huicai Holdings (01180) experienced a dramatic drop of 47.54% before being suspended, indicating volatility in the entertainment equipment sector [9]

Core Viewpoint - The article highlights significant stock movements in the Hong Kong and US markets, indicating potential investment opportunities and sector trends, particularly in technology, healthcare, and entertainment sectors [1][2][3]. Hong Kong Market Highlights - Mixue (02097) surged over 7%, while Bluetec (00325) rose over 16%, and Guming (01364) increased over 3% [1]. - Lion Group (02562) gained over 4% as it plans to acquire a domestic SaaS company with substantial market share [1]. - Apple-related stocks saw a broad increase, with Sunny Optical (02382) up nearly 4%, and other companies like Q Tech (01478) and AAC Technologies (02018) rising over 3% [1]. - Far East Pharmaceutical (00512) rose over 3% as it commenced international Phase III clinical trials for its innovative ophthalmic drug CBT-001 [1]. - Alibaba Pictures (01060) jumped over 16%, with a cumulative increase of nearly 140% over the past two weeks, focusing on Damao performances and IP derivatives [1]. - Global Data (09698) increased over 5% after signing a strategic agreement with China Life Investment for comprehensive cooperation in asset securitization [1]. - Three Life Pharmaceuticals (01530) rose over 5% following a significant licensing agreement with Pfizer, showcasing promising data for SSGJ-707 [1]. - JD Group (09618) gained nearly 5% after signing a strategic cooperation agreement with China Resources Group [1]. - Tencent Music (01698) increased over 6% as it expands its international footprint by investing in South Korea's SM Entertainment [1]. - Cinda Biologics (01801) rose over 6% due to promising early data for IBI363 in lung cancer, with Goldman Sachs previously indicating the stock was undervalued [1]. - SMIC (00981) increased nearly 4% as it plans to sell its stake in SMIC Ningbo to focus on its core business [1]. - Rare earth stocks surged, with China Rare Earth (00769) up over 48% [1]. - Fubo Group (03738) rose over 3% after completing a 138 million share placement to enhance its AI business [1]. - Friendship Time (06820) surged over 22%, with a year-to-date increase exceeding 90%, driven by positive market feedback on its new game [1]. - Military stocks collectively rose, with China Shipbuilding Defense (00317) increasing nearly 4% [1]. US Market Highlights - Huaxing Capital Holdings (01911) surged over 14% following the successful listing of stablecoin "first stock" Circle, in which its fund participated in 2018 [2]. - In the US market, Circle's stock skyrocketed nearly 30% on its second day of trading after an initial 168% surge [2]. - Lululemon (LULU.US) fell nearly 20% after lowering its full-year profit guidance [2]. - DocuSign (DOCU.US) dropped nearly 19% after revising its full-year billing revenue forecast downward [2]. - Virgin Galactic (SPCE.US) rose over 2%, with a peak increase of over 14%, as it announced a potential recovery in commercial space flight services [2]. - Nvidia's holdings saw a broad increase, with Applied Digital (APLD.US) up over 8% and Recursion Pharmaceuticals (RXRX.US) rising over 20% [2]. - Robinhood (HOOD.US) fell 6.25% in after-hours trading, while AI stock Applovin (APP.US) dropped 5.53% [3].

（本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 中泰证券指出，长期对港股科技板块可保持相对乐观，从一季报看，AI上游算力、服务器等高景气度 或将延续至下半年。当前政策对资本市场重视程度较高，或对市场形成支撑，但二季度基本面仍以核心 城市楼市等内生动能拐点为主。 国泰海通证券指出，港股凭借科技龙头标的稀缺性，有望率先受益于AI产业变革，同时港股龙头互联 网企业资本开支和云业务收入同步也强劲增长。港股科技目前估值水平仍然不算高。从企业盈利角度出 发，2025年港股科技板块盈利增长也有较强确定性。基于AI产业催化下港股科技板块业绩的良好预 期，未来恒生科技ROE有改善空间，继而带动估值抬升。 中信证券研报指出，在三季度末到四季度可能到来的指数牛市的关键入局点前，我们还将经历3~4个月 的过渡阶段，本期聚焦重点探讨这个阶段的环境和应对思路。从宏观面来看，内需和价格信号仍偏弱， 还需要看到更多反内卷和提振内需的实际举措；海外不确定性依然较大，后续美国减税法案落地可能成 为海外新一轮市场动荡的诱因；从市场层面来看，A股小微盘和题材普遍在高位，在经过4~5月的极致 演绎后 ...

港股苹果概念股多数走强，高伟电子(01415.HK)涨超6%，舜宇光学科技(02382.HK)、瑞声科技 (02018.HK)涨超3%，比亚迪电子(00285.HK)、丘钛科技(01478.HK)涨超1%。 ...

Group 1 - The Hong Kong stock market saw a strong performance in Apple-related stocks, with notable gains in several companies [1] - Highwei Electronics (01415.HK) increased by nearly 6% [1] - AAC Technologies (02018.HK) rose by 4.47% [1] - Sunny Optical Technology (02382.HK) and Q Tech (01478.HK) both experienced an increase of 3.51% [1]

Group 1 - The Apple concept stocks in the Hong Kong market have shown strong performance, with notable increases in share prices for several companies [1] - Highwei Electronics (01415.HK) has risen by 5.67%, while AAC Technologies (02018.HK) has increased by 4.47% [1] - Other companies such as Sunny Optical Technology (02382.HK) and Q Tech (01478.HK) have also experienced gains of 3.63% and 3.51% respectively [1]