Apple(US:AAPL) Xuan Gu Bao·2025-08-26 08:36Market Overview - The market experienced fluctuations with mixed performance across the three major indices, with significant activity in consumer electronics stocks, particularly with companies like GoerTek and others hitting the daily limit up [1] - The Huawei supply chain saw strong performance, with stocks like Tuowei Information also reaching the daily limit up [1] - The livestock sector rallied, with Aonong Biological hitting the limit up [1] - Gaming stocks rose during the day, with 37 Interactive Entertainment hitting the limit up [1] - The AI chip sector faced corrections, with Chipone Technology dropping over 10% [1] - The innovative drug concept declined, with Yuandong Biological also falling over 10% [1] - Overall, nearly 2800 stocks in Shanghai, Shenzhen, and Beijing rose, with a total trading volume of 2.71 trillion, down over 460 billion from the previous day [1] Key Highlights Apple Supply Chain - The Apple supply chain saw significant gains, with stocks like Lingyi iTech, Dongni Electronics, and GoerTek hitting the daily limit up, while Luxshare Precision rose by 6% [4] - Reports indicate that Apple plans to launch major design revisions over the next three years, introducing thinner, foldable, and curved screen models, marking a first in iPhone history [4] - The iPhone 17 series is set for a major aesthetic overhaul, with a launch event scheduled for September 9, 2025, featuring four models with differentiated camera module layouts [4] Huawei Supply Chain - The Huawei supply chain also experienced a surge, with companies like Zhongdian Xilong, Chuanrun Co., and Tuowei Information hitting the daily limit up [7] - Huawei's subsidiary Huafeng Technology reported a record net profit of 151 million yuan for the first half of the year [7] - Huawei is set to launch a new AI SSD product on August 27, 2025, with the upcoming Huawei Connect 2025 conference scheduled for September 18-20, 2025, focusing on the company's smart industry strategy [7] AI SSD Development - The AI SSD is optimized for AI training and inference scenarios, featuring deep customizations for performance architecture, firmware algorithms, and interface protocols to meet the demands of large-scale parallel I/O and low-latency access [9] - The development of AI SSDs will drive demand for related industries, including DoB stacking technology and PCB manufacturing [9] - Huawei's advancements in AI SSDs may enhance the efficiency of computing resources, providing new insights for domestic computing development [9]