Apple(US:AAPL) Zhi Tong Cai Jing·2025-09-30 06:38Core Viewpoint - Apple concept stocks have seen significant gains following the strong sales performance of the iPhone 17 series, which has led to increased production forecasts and positive market sentiment [1] Group 1: Stock Performance - Qiu Tai Technology (01478) rose by 7.11%, trading at HKD 16.73 - Sunny Optical (02382) increased by 4.61%, trading at HKD 89.6 - Hong Teng Precision (06088) gained 4.2%, trading at HKD 6.45 - AAC Technologies (02018) saw a rise of 2.56%, trading at HKD 45.64 [1] Group 2: iPhone 17 Sales and Production - The iPhone 17 series has maintained high sales momentum since its launch on September 19, with delivery times on Apple's official website extending to 3-4 weeks - Following strong pre-sale performance, Apple has notified two suppliers to increase the daily production of iPhone 17 by at least 30% - Wedbush analysts noted that global demand for the iPhone 17 series is 10%-15% higher than that of the iPhone 16, indicating a new growth cycle for Apple [1] Group 3: Strategic Partnerships - OpenAI has formed a strategic partnership with Luxshare Precision (002475) to jointly develop a revolutionary AI device for consumers - According to sources from Credit Lyonnais, OpenAI is also in discussions with Lens Technology (300433) and AAC Technologies regarding component supply - Given that key members of OpenAI's device team come from Apple, collaborating with Apple’s supply chain companies is seen as a logical move, potentially providing new growth momentum for existing Apple supply chain firms [1]