Group 1 - Consumer electronics stocks have seen significant gains, with Lens Technology (300433) up 15.22% to HKD 32.1, Hon Teng Precision (06088) up 14.6% to HKD 6.75, AAC Technologies (02018) up 10.34% to HKD 49.5, GoerTek (01415) up 10.1% to HKD 40.54, and Q Technology (01478) up 10.35% to HKD 15.88 [1] - OpenAI has signed an agreement with Luxshare Precision (002475) to jointly develop a consumer-grade device, indicating a strategic partnership within the Apple supply chain [1] - Reports suggest that OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, which could provide new growth momentum for existing Apple supply chain companies [1] Group 2 - Following the strong pre-sale performance of the standard version of iPhone 17, Apple has requested Luxshare Precision to increase the daily production of the standard iPhone 17 by approximately 40% and notified some non-electronic component suppliers to raise their daily supply by about 30% [1] - Goldman Sachs has indicated that strong pre-order demand supports their expectation of an 8% increase in Apple's iPhone revenue for the fourth fiscal quarter [1]