+产业链每周谈应用落地加速，国产竞相突破

Summary of Conference Call Industry or Company Involved - The discussion revolves around the Apple supply chain and related stocks, particularly focusing on the performance in the first and second quarters. Core Points and Arguments - The worst period for Apple in terms of sales appears to be over, as indicated by a year-over-year decline of approximately 11% in sales volume for the first and second quarters [1]. Other Important but Possibly Overlooked Content - The mention of a specific speaker, 周杨老师, suggests that there may be additional insights or analyses provided during the conference that could be relevant for understanding the broader context of the Apple supply chain [1].