Apple(US:AAPL) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-24 03:24Core Viewpoint - The A-share market showed strong performance in the electronic sector, with significant gains in related ETFs and stocks, indicating a potential growth cycle for the supply chain linked to Apple products [1] Group 1: Market Performance - The three major A-share indices opened high and continued to fluctuate, with the electronic sector performing strongly [1] - The electronic ETF (159997) rose by 3.14%, with a trading volume exceeding 20 million yuan, and constituent stocks such as Shengyi Electronics, Huaxin Electronics, and Huiding Technology hitting the daily limit [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) increased by 1.97%, with stocks like Aerospace Huanyu and Purun Co., Ltd. also reaching the daily limit [1] Group 2: ETF Insights - The electronic ETF (159997) tracks the CSI Electronic Index, reflecting the overall performance of listed companies in the electronic sector, and is the only ETF in the market tracking this index [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) closely follows the Sci-Tech Innovation Index, which includes small-cap hard technology companies, showcasing strong representativeness and growth attributes [1] - The top ten weighted stocks in the Sci-Tech Innovation Index include leading technology firms such as Cambrian-U, Haiguang Information, and SMIC [1] Group 3: Industry News - According to Counterpoint Research's report on smartphone sales, the iPhone 17 series saw a 14% increase in sales in the first ten days post-launch in China and the US compared to the iPhone 16 series [1] - Huaxin Securities suggests that the exceeding expectations of iPhone 17 series sales, along with Apple's plans to launch more new products in 2026-2027, indicate a potential new growth cycle for the supply chain, benefiting related companies in mainland China [1]