苹果股价单日暴涨5%，领益智造(002600.SZ)等有望持续收益

Group 1 - Apple's stock price rose by 5.09%, marking its strongest performance since May 12, driven by the announcement of an additional $100 billion investment in the U.S. and a total investment of $600 billion over the next four years [1] - Companies in the Apple supply chain, such as Lixun Precision and GoerTek, are expected to benefit from hardware upgrades and increased sales due to the ongoing evolution of AI technology in products like AI smartphones and AI PCs [1] - The Bill of Materials (BOM) for iPhone models has been increasing, with a 30.11% rise for iPhone 14 compared to iPhone 11, and an increase of approximately $38 for iPhone 15 compared to iPhone 14, indicating a trend of rising costs for future models [1] Group 2 - Analysts believe Apple is likely to avoid further damage from tariffs, which would be a significant victory for the company, partly due to CEO Tim Cook's close relationship with the Trump administration [2][3] - Wedbush Securities maintains a "outperform" rating for Apple, with a 12-month target price of $270 per share, citing the upcoming iPhone 17 and strong service business as growth drivers [3] - Apple is expected to release new products in the next two years, including foldable screens and AR/MR/AI glasses, indicating a robust pipeline of innovations [3]