Group 1 - Apple concept stocks saw significant gains, with Hongteng Precision rising by 10.27% to HKD 4.83, FIH Mobile up by 4.61% to HKD 16.55, and others following suit [1] - Apple announced the launch of the iPhone 17 series, AirPods Pro 3, and Apple Watch Series 11 at its 2025 fall product launch event, highlighting features such as blood pressure monitoring in watches and AI real-time translation in headphones [1] - CITIC Securities noted that Apple maintained a relatively stable pricing strategy for the new iPhone models, with a starting price consistent with previous generations despite upgrades in specifications [1] Group 2 - Tianfeng Securities expressed optimism regarding investment opportunities in edge AI, driven by supportive policies and the upcoming product launch, indicating potential for exceeding expectations in user experience and sales [1] - Ping An Securities highlighted the traditional peak season for mobile phones in Q4, suggesting a favorable outlook for consumer electronics under the backdrop of AI integration [1]
港股异动 | 苹果概念股午前走高 四季度手机传统旺季将至 机构看好AI智能化背景下消费电子机会