Core Viewpoint - The news highlights the strong performance of Apple-related stocks in the Hong Kong market, driven by analyst predictions regarding Apple's upcoming foldable devices, including the iPhone and iPad, which are expected to significantly increase sales volumes in the coming years [1] Group 1: Stock Performance - Most Apple-related stocks in the Hong Kong market showed strong gains, with notable increases: - GoerTek rose by 6% - Lens Technology and BYD Electronics increased by nearly 5% - AAC Technologies rose by 4% - Q Technology increased by 2.6% - Sunny Optical rose by 2% - FIH Mobile saw a slight increase of 0.19% [1] Group 2: Product Launch Plans - Analyst Ming-Chi Kuo revealed that Apple plans to launch its first foldable iPhone in 2026 and a foldable iPad in 2028, both utilizing ultra-thin glass cover solutions supplied exclusively by Corning [1] - The estimated shipment volumes for the foldable iPhone have been revised upwards to 8-10 million units for 2026 and 20-25 million units for 2027, compared to previous estimates of 6-8 million and 10-15 million units respectively [1] - For the foldable iPad, Apple anticipates a higher pricing strategy, with a display area of 18 to 20 inches when unfolded, and an estimated first-year shipment of 500,000 to 1 million units [1]
港股异动丨苹果概念股走强 高伟电子涨6% 瑞声科技涨4%