Zhong Guo Zheng Quan Bao·2025-09-14 00:35Core Insights - The Apple 2025 Fall New Product Launch has generated significant interest among consumers and institutions, with over 200 institutions visiting several Apple-related stocks [1][3] - Institutions are optimistic about the consumer electronics sector, anticipating that new Apple products will drive sales improvements and innovations in AI and wearable devices [1][6] Group 1: Institutional Interest - Multiple Apple-related stocks, including Crystal Optoelectronics, Shenzhen South Circuit, Lens Technology, and Luxshare Precision, have received intensive attention from institutions, with Crystal Optoelectronics hosting 330 institutional visits in the past month [3][4] - The focus on these companies is attributed to their roles in supplying components for Apple's new products, with Crystal Optoelectronics providing optical components and Lens Technology being a core supplier for AI glasses [3][4] Group 2: Market Outlook - The consumer electronics market is expected to see stable growth in the second half of the year, with companies like Luxshare Precision expressing confidence in their ability to adapt to market challenges and support potential AI brands [5][6] - Analysts from China Galaxy Securities and招商证券 are optimistic about the upcoming innovation cycle in the consumer electronics sector, driven by new Apple products and advancements in AI and foldable technology [6][7]