Group 1 - The core viewpoint is that Apple is committing to invest an additional $100 billion in domestic manufacturing in the U.S., which is seen as a strategy to mitigate potential punitive tariffs on hardware products [1] - Hongteng Precision and BYD Electronics have seen significant stock price increases, with Hongteng up 7.48% and BYD up 7.24%, indicating strong market sentiment towards Apple-related stocks [1][2] - Citic Securities reports that the current valuation of A/H shares in the Apple supply chain is low, suggesting a potential recovery in sentiment as negative factors dissipate [1] Group 2 - Industrial Fulian's positive earnings forecast has led to a surge in related stocks, with Hongteng Precision nearing a 9% increase [2] - BYD Electronics is set to hold a board meeting on August 29 to approve its mid-term performance, which may further influence stock performance [2] - Companies like瑞声科技 (AAC Technologies) are diversifying their consumer electronics business, with optical and XR sectors expected to drive new growth [2]