+产业链每周谈：应用落地加速，国产竞相突破

Summary of Conference Call Company/Industry Involved - The discussion revolves around Apple Inc. and its supply chain, particularly focusing on the "fruit chain" stocks related to Apple. Core Points and Arguments - The upcoming Apple event is anticipated to provide insights on the current situation and future outlook of the company [1] - The worst period for Apple and its supply chain stocks is believed to have passed in the first and second quarters [1] Other Important but Possibly Overlooked Content - There is a mention of a specific individual, 周杨老师, who is expected to provide further insights on AIPC, indicating that there are additional analyses or perspectives that may be relevant [1]