Apple(US:AAPL) Century Securities·2025-09-15 02:55Investment Rating - The report does not explicitly provide an investment rating for the TMT industry or specific companies within it [1]. Core Insights - The TMT sector outperformed the Shanghai Composite Index, with significant weekly gains in electronics (6.15%), media (4.27%), computers (3.37%), and communications (3.00%) [3]. - Apple's recent product launch on September 10, 2025, introduced the iPhone 17 series, AirPods Pro 3, and updated Apple Watch models, maintaining a "more for the same price" strategy which is expected to boost sales [3]. - The report highlights potential investment opportunities in Apple's supply chain, particularly in PCB, VC cooling, titanium alloy 3D printing, and ultra-hard glass sectors [3]. Weekly Market Review - The TMT sector's performance from September 8 to September 12 showed strong gains, with electronics leading the way [3]. - Notable sub-sectors included printed circuit boards (13.07%) and digital chip design (11.75%) [3]. Industry News and Key Company Announcements - Apple's product launch included significant upgrades in hardware, such as the A19 Pro chip, improved camera systems, and the introduction of eSIM technology [3]. - The report mentions various upcoming industry events, including the Tencent Global Digital Ecosystem Conference and Huawei's Global New Product Launch [16]. - Key developments in AI and cloud services were noted, including advancements from Alibaba and Tencent in AI model architectures and applications [16][20]. Company Announcements - Oracle reported a 359% increase in RPO contract backlog, indicating strong future revenue potential [28]. - Companies like Nvidia and SK Hynix are making strides in AI-related technologies, with Nvidia launching a new GPU designed for long-context workloads [25][27]. - The report also highlights significant investments in AI and cloud infrastructure, with companies like OpenAI and Google Cloud securing large contracts [20][24].