Strategy Overview - The report focuses on the industry rotation ETF strategy, recommending a portfolio based on industry and thematic ETFs, with an emphasis on quantitative analysis of industry style continuation and switching [2][3]. Recommended Sectors and Products - For the week of November 17, 2025, the model recommends increasing allocations to sectors such as communication equipment, consumer electronics, and real estate development. New additions include real estate ETF, consumer electronics ETF, and gaming ETF, while continuing to hold communication ETF and VRETF [2][3]. Performance Tracking - From November 10 to November 14, 2025, the strategy recorded a cumulative net return of approximately -2.23%, with an excess return of -1.11% compared to the CSI 300 ETF. Since October 14, 2024, the cumulative return of the strategy is about 22.80%, with an excess return of 0.64% relative to the CSI 300 ETF [2][3][11].

. 4 本视频曲A - DR I I F 8 图 今日，荣耀CEO李健发文庆祝新荣耀5周年，并对用户、团队、伙伴表示感谢： "第五年，是远征路上的一朵浪花。未来，我们将保持初创的活力和少年的冲劲。探索科技前沿，用创新回应每一份期待；始终贴近用户，用产品创造真正 的价值"。 ...

Investment Rating - The industry rating is maintained as "Outperform" [11] Core Insights - The report highlights the accelerating investment in AI infrastructure by major tech companies, indicating a robust demand for computing power and a positive outlook for the AI ecosystem [1][17] - The end-side AI market is expected to see significant growth, with key players like Apple, Nvidia, and Meta leading innovations and product launches [2][20][24] Summary by Sections AI Cloud Side - The ongoing US-China talks are easing tensions, leading to increased investments from major tech firms, which is expected to drive demand in the computing supply chain [1][17] - Meta has raised its capital expenditure forecast to $70-72 billion, driven by urgent needs in AI computing [1][18] - Microsoft's capital expenditure reached $34.9 billion in Q1 2026, with plans to double its data center capacity in the next two years [1][19] - Alphabet has adjusted its capital expenditure guidance for 2025 to $91-93 billion, focusing on expanding AI and cloud computing infrastructure [1][19] AI End Side - Apple reported record earnings, with iPhone revenue expected to grow by double digits in Q1 2026, and is increasing its AI R&D investments [2][20] - Nvidia's GTC Washington summit showcased the Vera Rubin superchip, with GPU shipment targets raised to 20 million by 2026 [2][24] - Meta's smart glasses have seen strong sales, with Reality Labs exceeding expectations, prompting increased production [2][26] - Industrial Fulian's net profit surged by 62% YoY in Q3, validating the profitability of its AI server business [2][29] - Luxshare Precision is leading innovations in AR technology and showcasing advanced optical interconnect solutions [2][32] - Google officially launched the seventh-generation TPU "Ironwood," expected to be available soon [2][41] - Rokid has introduced the new BOLON AI smart glasses, marking a significant collaboration in the smart wearable sector [2][8]

据相关资料披露，当时她报告其配偶购买苹果和西南航空等股票，有关交易违反美联储对成员及其家属 投资活动的规定。美联储规定，高级官员或其配偶不得交易个股，且FOMC会议前10天为"噤声期"，禁 止任何证券买卖。库格勒2023年加入美联储，此次披露发布于库格勒一年前自报4笔违反美联储强化规 则的交易之后。当时她将违规描述为"意外"，由其丈夫在她并不知情的情况下操作，且无意违反规定。 库格勒表示，在得知违规后，她立即向道德官员报告，并按指示在规则允许的最早时间出售了相关资 产。 这些申报表格于当地时间11月15日由美国联邦政府道德办公室(OGE)公开。库格勒在今年9月提交了这 些报表，大约是在她辞去美联储理事职位一个月之后。 鲍威尔在2022年推出了更严格的个人金融交易政策，理事及地区联储主席不得以个人名义购买股票、基 金、债券、加密货币、大宗商品等在内的一系列资产，规定还适用于官员的配偶和未成年子女。据一位 美联储官员透露，在7月FOMC会议前，为了解决违规导致可能无法参会的问题，库格勒曾向鲍威尔请 求豁免交易禁令，但该请求遭到拒绝。 根据规定，美联储高级官员每年必须提交个人财务披露报告，详细说明收入来源、金融交易 ...

人民财讯11月17日电，据TrendForce集邦咨询调查，2026年全球市场仍面临不确定性，通胀持续干扰消 费市场表现，更关键的是，存储器步入强劲上行周期，导致整机成本上扬，并将迫使终端定价上调，进 而冲击消费市场。基于此，TrendForce集邦咨询下修2026年全球智能手机及笔电的生产出货预测，从原 先的年增0.1%及1.7%，分别调降至年减2%及2.4%。此外，若存储器供需失衡加剧，或终端售价上调幅 度超出预期，生产出货预测仍有进一步下修风险。 ...

Core Viewpoint - The Hong Kong stock market saw a decline in Apple-related stocks, with significant drops in several key companies [1] Group 1: Stock Performance - Hong Teng Precision fell nearly 5%, closing at 5.100 with a market capitalization of 372.49 million and a year-to-date increase of 39.73% [2] - Q Technology dropped 3.72%, with a latest price of 10.600 and a total market value of 12.609 billion, reflecting a year-to-date increase of 70.14% [2] - Lens Technology decreased by 3.16%, priced at 24.540 and a market cap of 129.677 billion, with a year-to-date rise of 35.80% [2] - Tongda Group fell 3.05%, trading at 4.450 with a market capitalization of 866 million, showing a year-to-date increase of 9.88% [2] - Sunny Optical Technology declined by 2.90%, with a latest price of 67.050 and a market cap of 73.407 billion, down 1.86% year-to-date [2] - BYD Electronics saw a drop of 2.37%, priced at 33.800 and a market value of 76.158 billion, reflecting an 18.42% decrease year-to-date [2] Group 2: Other Notable Stocks - FIH Mobile experienced a slight decline of 0.86%, with a price of 18.470 and a market cap of 14.465 billion, showing a year-to-date increase of 100.76% [2] - East China Group Holdings fell by 0.79%, trading at 2.500 with a market capitalization of 2.083 billion, reflecting a year-to-date rise of 16.88% [2] - Gao Wei Electronics decreased by 0.48%, priced at 28.840 and a market cap of 25.035 billion, with a year-to-date increase of 1.91% [2] - VST Holdings saw a minor drop of 0.34%, trading at 8.680 with a market value of 12.411 billion, reflecting a year-to-date increase of 75.60% [2]

港股苹果概念股走弱，鸿腾精密跌超5%，丘钛科技、蓝思科技、舜宇光学科技跟跌。 ...

Core Insights - Apple plans to release the iPhone Air 2 and a 20th Anniversary iPhone in 2027, with staggered launches [1][3] Product Launch Timeline - The next-generation iPhone Air is expected to launch around March 2027, alongside the standard iPhone 18 and a lower-end iPhone 18e [3] - The 20th Anniversary iPhone is anticipated to be released in September 2027, featuring a curved display and an under-display front camera [3] Technical Specifications - The iPhone Air 2 is set to utilize a 2nm chip, promising enhanced performance and longer battery life [3] Market Expectations - Despite reports of low demand for the iPhone Air, Apple previously expected this model to account for 6% to 8% of new iPhone sales [3] - It remains unclear if Apple has met this sales expectation, but the company plans to proceed with the iPhone Air 2 launch in 2027 [3]

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