Group 1 - Apple concept stocks saw gains in late trading, with notable increases in shares of companies such as Q Technology (up 5.16% to HKD 16.11), Lens Technology (up 4.12% to HKD 30.34), and Sunny Optical (up 1.36% to HKD 86) [1] - Reports indicate that the iPhone 17 standard and Pro Max models are receiving strong demand, with some delivery times extending beyond the pre-order period, suggesting higher-than-expected interest in the standard iPhone 17 [1] - JPMorgan has raised its shipment and profit forecasts for Apple over the next two years, adjusting its target price for Apple to USD 280 based on early signs that the new models may perform better than previously anticipated [1] Group 2 - OpenAI has reportedly signed agreements with Luxshare Precision and other companies to develop a consumer-grade device, indicating collaboration with the domestic supply chain [1] - Analysts from Jefferies noted that OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, highlighting the strategic choice to partner with Apple’s supply chain companies [1] - The collaboration with OpenAI is expected to provide new growth momentum for existing Apple supply chain companies, given that key members of OpenAI's device team have backgrounds at Apple [1]

Group 1 - Apple concept stocks saw a rise in late trading, with notable increases in shares of companies such as Q Technology (+5.16% to HKD 16.11), Lens Technology (+4.12% to HKD 30.34), and Sunny Optical (+1.36% to HKD 86) [1] - Reports indicate that the iPhone 17 standard and Pro Max models are both in high demand, with some models experiencing longer delivery times than the pre-order period [1] - Analysts suggest that the popularity of the iPhone 17 standard version has exceeded expectations, positively impacting the supply chain and component manufacturers [1] Group 2 - Morgan Stanley has raised its shipment and profit forecasts for Apple over the next two years, adjusting the target price for Apple to USD 280 based on early signs of better-than-expected performance for the new models [1] - OpenAI has reportedly signed agreements with companies like Luxshare Precision to develop a consumer-grade device, confirming collaboration with domestic supply chains [1] - Analysts from Credit Lyonnais noted that OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, indicating a strategic partnership with Apple’s supply chain [1]