苹果产业链传来重要消息——道达投资手记

Group 1 - U.S. officials are preparing for a potential attack on Iran, with reports suggesting it could occur over the weekend [1] - The release of a video by Iranian media showing nuclear capabilities has heightened global attention [1] - The Federal Reserve Chairman Jerome Powell indicated a hawkish stance, stating that interest rate adjustments will not occur until inflation shows a clear decline [1] Group 2 - The A-share market experienced a collective decline, with the Shanghai Composite Index down by 0.79%, and the Shenzhen Component and ChiNext Index down by 1.21% and 1.36% respectively [1] - Trading volume in the Shanghai and Shenzhen markets reached 12,506 billion yuan, an increase of 596 billion yuan from the previous day [1] - The median decline of individual stocks was 1.89%, marking a notable adjustment in market sentiment [2] Group 3 - The micro-cap stock index has seen a continuous decline for three days, dropping below the 5-day, 10-day, and 20-day moving averages, with a decline of 2.27% today [1] - Recent market trends indicate a cooling sentiment, particularly in previously hot sectors such as innovative drugs, controllable nuclear fusion, and new consumption [2] - The rare earth permanent magnet sector has also faced significant adjustments, with the oil and gas sector showing increased trading volume [2] Group 4 - Foxconn is expected to begin production of the "foldable iPhone" by the end of Q3 or early Q4 of 2025, according to analyst Ming-Chi Kuo [3] - The foldable smartphone hinges are critical for enhancing thinness and visual effects, with domestic suppliers likely to increase market penetration as costs decrease [3] - Goldman Sachs remains optimistic about the beverage sector, predicting long-term sales growth and profit support through 2025 [4] Group 5 - The 2025 World Robot Conference is scheduled to take place in Beijing from August 8 to 12, alongside the World Robot Competition [5] - Saint Noble Bio expects a year-on-year net profit increase of 254% to 332% for the first half of the year [6] - The Chinese photovoltaic industry is anticipated to see a significant production cut in Q3, with operational rates expected to decrease by 10% to 15% [6]