Workflow
港股异动 | 苹果概念股涨幅居前 蓝思科技(06613)涨超14% 苹果秋季发布会定档9月9日
Zhi Tong Cai Jing·2025-08-27 01:59

Core Viewpoint - Apple-related stocks have seen significant gains following the announcement of a major product launch event scheduled for September 9, where the iPhone 17 series is expected to be unveiled [1] Group 1: Stock Performance - Lens Technology (06613) rose by 11.02%, trading at 28.82 HKD - GoerTek (01415) increased by 2.46%, trading at 34.2 HKD - AAC Technologies (02018) gained 1.72%, trading at 46.02 HKD - FIH Mobile (02038) saw a rise of 1.73%, trading at 15.25 HKD [1] Group 2: Company Announcements - Apple announced a large-scale product launch event on August 27, set for September 9 at 10 AM (Beijing time) [1] - The company is in discussions with Google to enhance Siri, indicating a dual approach of external collaboration and in-house development to accelerate AI advancements [1] Group 3: Market Insights - CITIC Securities noted that the current valuations of A/H shares in the Apple supply chain are relatively low, anticipating a recovery in sentiment due to the resolution of short-term negative factors [1] - The investment commitment of 100 billion USD by Apple signifies a total investment of 600 billion USD over the next four years, aimed at securing exemptions from punitive tariffs on iPhone assembly in India [1]