Zhi Tong Cai Jing·2025-09-04 01:51Core Viewpoint - Apple is planning to launch its first foldable iPhone in 2026 and a foldable iPad in 2028, which is expected to drive growth in the consumer electronics sector [1] Group 1: Stock Performance - Several Apple-related stocks are showing active performance, with notable increases: - Cowin Electronics (01415) up 5.27% to HKD 33.94 - AAC Technologies (02018) up 3.62% to HKD 43.5 - BYD Electronics (00285) up 3.55% to HKD 42.56 - Lens Technology (300433) up 2.73% to HKD 27.08 [1] Group 2: Upcoming Product Launches - Huawei is set to hold a product launch event for its new foldable smartphone, the Mate XTs, today - Apple has officially announced its fall product launch event scheduled for September 10, 2025, at 1 AM Beijing time, where new iPhone, Apple Watch, and AirPods models will be unveiled [1] Group 3: Market Outlook - Guosen Securities indicates that the long-term growth logic in the consumer electronics sector remains solid - The trend of AI innovation is clear, with the implementation of edge AI expected to accelerate the replacement cycle of mobile devices and drive hardware upgrades, suggesting a positive outlook for the sector [1]