Apple(US:AAPL) Zhi Tong Cai Jing·2025-08-20 07:15Core Viewpoint - Apple concept stocks are experiencing significant activity following reports of the iPhone 17 entering mass production, with various suppliers seeing notable stock price increases [1] Group 1: Stock Performance - Sunny Optical (02382) increased by 9.81%, trading at 82.3 HKD [1] - Lens Technology (300433) (06613) rose by 3.63%, trading at 23.98 HKD [1] - GoerTek (01415) saw a 3.08% increase, trading at 32.12 HKD [1] - Q Tech (01478) increased by 3.06%, trading at 15.48 HKD [1] - AAC Technologies (02018) rose by 3.01%, trading at 50.35 HKD [1] Group 2: Production and Launch Timeline - Reports indicate that the iPhone 17 series is expected to be officially announced on September 9, with pre-orders starting on September 12 and official sales beginning on September 19 [1] Group 3: Investment and Market Outlook - Apple has announced an additional investment commitment of 100 billion USD, bringing its total investment in the U.S. over the next four years to 600 billion USD, which is expected to accelerate its investment pace in the U.S. [1] - This investment strategy aims to secure exemptions from punitive tariffs on iPhone assembly in India, potentially leading to a recovery in the valuation of the supply chain sector [1] - Tianfeng Securities expresses optimism regarding Apple's new product innovation cycle and the cost and efficiency advantages of the domestic supply chain [1]