中国银河证券：持续关注苹果产业链出货量超预期投资机会

Group 1 - The core viewpoint highlights the rising opportunities for Chinese consumer electronics brands, which are rapidly increasing their influence and have comprehensive product layouts with quick updates and iterations [1] - The third-quarter report indicates that the significant year-on-year growth in iPhone 17 sales has led to better-than-expected performance from some Apple supply chain manufacturers during the peak season [1] - The fourth quarter is expected to benefit from domestic and international shopping festivals, prompting continued attention to investment opportunities in the Apple supply chain due to anticipated higher-than-expected shipment volumes [1]