小米股价创近两月新低，果链股芯片股大涨

Market Overview - On August 7, A-shares showed mixed performance with over 2900 stocks declining, while the three major indices fluctuated [1] - The Shanghai Composite Index closed at 3638.40, up 4.40 points (+0.12%), while the Shenzhen Component Index fell 14.42 points (-0.13%) to 11163.36 [2] - The total trading volume reached 1.21 trillion yuan, with a predicted increase to 1.96 trillion yuan, up by 199.9 billion yuan [2] Chip Sector Performance - The chip sector experienced a significant rise, with stocks like Fuman Microelectronics hitting the daily limit [2] Xiaomi Group Update - Xiaomi Group's stock fell over 5%, reaching a two-month low, due to a report predicting a 25% year-on-year decline in smartphone shipments in India by Q2 2025 [4][5] Apple Stock Impact - Apple's stock surged by 5.09% on August 6, increasing its market value by approximately 153.3 billion USD (about 110.11 billion yuan) [6] - Following this, A-shares related to Apple's supply chain saw a general increase, with the Tonghuashun Apple concept index rising by 1.57% [7] Apple Supply Chain Stocks - Notable increases in Apple supply chain stocks included: - Chuangyuan Xinke: +4.35% - Industrial Fulian: +4.11% - Lens Technology: +3.96% - Luxshare Precision: +3.65% [8] - Hong Kong-listed Apple concept stocks also performed well, with companies like GoerTek rising over 8% and Hon Teng Precision increasing over 7% [9] Consumer Electronics Market Outlook - Analysts from Huaxi Securities predict a gradual recovery in the consumer electronics market driven by a new replacement cycle and the application of artificial intelligence technology, which is expected to boost demand for lithium batteries [9]