Group 1 - The upcoming Apple fall product launch event is expected to introduce the iPhone 17 series with significant upgrades including ultra-thin design, AI-native interaction, and widespread eSIM adoption [2] - The Apple supply chain companies have seen a surge in stock prices and hiring activity in anticipation of the new product launch, with major players like Foxconn, Luxshare Precision, and Lens Technology ramping up recruitment [2][3] - The capital market is optimistic about the Apple supply chain, with key companies like Luxshare Precision expected to dominate assembly with a 45% share of the iPhone 17 series, leading to substantial revenue growth from 92.5 billion yuan in 2020 to an estimated 268.8 billion yuan in 2024 [3] Group 2 - The market is anticipating a "replacement wave" driven by Apple's upcoming product innovations, with expectations of a 7% increase in global smartphone shipments in 2024, reaching 1.22 billion units [6] - The labor market is experiencing a hiring boom as supply chain companies prepare for increased production, with Foxconn and Lens Technology offering competitive wages to attract workers [7] - The overall sentiment in the capital market, consumer electronics, and manufacturing sectors is aligned, creating a "triple play" effect leading up to the Apple event [8]