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港股异动 | 苹果概念股午后涨幅扩大 iPhone销量热度始终较高 传苹果通知供应链加大产能
智通财经网· 2025-09-30 06:34
Group 1 - Apple concept stocks saw significant gains, with companies like Q Technology rising by 7.11%, Sunny Optical by 4.61%, and Hon Teng Precision by 4.2% [1] - The iPhone 17 series has been performing strongly since its launch on September 19, with delivery times on Apple's official website extending to 3-4 weeks [1] - Apple has notified two suppliers to increase the daily production of iPhone 17 by at least 30% due to strong demand, which is reportedly 10%-15% higher than the iPhone 16 series [1] Group 2 - OpenAI has formed a strategic partnership with Luxshare Precision, a leading player in Apple's supply chain, to develop a revolutionary consumer AI device [1] - Reports indicate that OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, leveraging the expertise of its team members who previously worked at Apple [1] - These initiatives are expected to provide new growth momentum for existing Apple supply chain companies [1]