Core Insights - The Apple-related stocks in Hong Kong have seen a rise, with notable increases in companies such as AAC Technologies up over 4% and BYD Electronics up 2.5% [1] - Bank of America has indicated that the inventory for the iPhone 17 series is expected to exceed 90 million units in the second half of 2025, remaining consistent with last year's forecast of 90-95 million units [1] - Concerns regarding a year-on-year decline in inventory of 5%-10% have diminished due to easing tariff pressures on Apple products [1] - The Apple supply chain is entering a significant upgrade cycle for 2025-2026, with attention on new model inventory, specification upgrades, and stock performance [1] Company Performance - AAC Technologies: Latest price at 45.580, with a rise of 4.25% [1] - BYD Electronics: Latest price at 38.160, with a rise of 2.53% [1] - Sunny Optical Technology: Latest price at 81.100, with a rise of 2.33% [1] - Hon Teng Technology: Latest price at 5.020, with a rise of 2.03% [1] - Tongda Group: Latest price at 0.116, with a rise of 1.75% [1] - Lens Technology: Latest price at 23.980, with a rise of 1.44% [1] - Q Tech: Latest price at 15.100, with a rise of 0.80% [1] - East Joy Long Holdings: Latest price at 2.630, with a rise of 0.77% [1]