Apple(US:AAPL) Sou Hu Cai Jing·2025-10-21 16:44Market Overview - The market experienced a rebound with the ChiNext Index rising over 3% and the Shanghai Composite Index increasing by 1.36%, returning to the 3900-point level [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion, an increase of 136.3 billion compared to the previous trading day [1] - More than 4600 stocks in the market saw an increase, indicating broad market participation [1] Sector Performance - The leading sectors included cultivated diamonds, engineering machinery, and CPO, while coal and other sectors faced declines [1] - The Shanghai Composite Index rose by 1.36%, the Shenzhen Component Index increased by 2.06%, and the ChiNext Index gained 3.02% by the end of the trading day [1] Investment Strategy - The company has maintained an 80% position in the market and has executed a buy strategy for the CPO sector, aligning with their pre-established operational plan [2] - A sell strategy was executed for a cement stock, resulting in a minimal profit of 0.21%, indicating a focus on disciplined trading [3] - Future plans include selling another cement stock and buying into the consumer electronics components and assembly sector, demonstrating a clear investment direction [3] Apple and Consumer Electronics - On October 20, Apple shares rose nearly 4%, reaching a historic high with a market capitalization of $3.89 trillion, driven by strong sales of the iPhone 17, particularly in China [5] - This performance is expected to catalyze interest in Apple-related and consumer electronics sectors, prompting the company to plan purchases in these areas [5]