Apple(US:AAPL) 中国基金报·2025-08-19 13:21Core Viewpoint - The upcoming Apple Fall Product Launch event is expected to focus on the iPhone 17 series, which has reportedly entered mass production, with significant local production efforts in India to reduce reliance on Chinese manufacturing [2][4]. Group 1: iPhone 17 Production and Launch - iPhone 17 has entered mass production as of August 19, with Foxconn's Zhengzhou factory ramping up hiring for peak production [2]. - For the first time, Apple is localizing the production of the entire iPhone 17 series in India, including four models (Pro versions included), to decrease dependency on Chinese manufacturing [2]. - The iPhone 17 series launch event is rumored to be scheduled for September 10 at 1 AM, generating increasing market anticipation [5]. Group 2: Investment Sentiment and Corporate Actions - Investment sentiment towards Apple is mixed; H&H International Investment LLC increased its Apple holdings by 894,000 shares in Q2, while Berkshire Hathaway reduced its stake by 20 million shares [4]. - Apple has committed to investing an additional $100 billion in U.S. manufacturing, a move to mitigate potential punitive tariffs on hardware products [4]. - Apple has officially joined the Xiaohongshu platform, aiming to share technology and creativity, although no information regarding the upcoming product launch has been posted yet [4].