智通财经网·2025-05-02 06:05Group 1 - Apple concept stocks experienced a significant increase, with notable gains from companies such as Highgreat Electronics (+5.17%), Sunny Optical (+4.43%), BYD Electronics (+3.56%), and others [1] - The Chinese Ministry of Commerce indicated a willingness to negotiate tariff issues with the U.S., which may positively impact the domestic consumer electronics sector [1] - According to Cinda Securities, the valuation of quality domestic consumer electronics stocks has shown significant recovery potential due to the easing of tariff policy concerns [1] Group 2 - Apple's Q2 FY2025 earnings exceeded Wall Street expectations, with the board approving a $100 billion stock buyback plan [2] - Revenue from Greater China fell short of expectations, and tariffs are expected to increase costs for Apple [2] - A significant portion of iPhones sold in the U.S. will be sourced from India, while most iPads, Macs, and Apple Watches will come from Vietnam, indicating a shift in supply chain dynamics [2]