Understanding the Market | Apple concept stocks lead in gains, Lens rises over 14%, Apple Fall Event scheduled for September 9th

Zhitong
2025.08.27 01:50
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Apple concept stocks performed strongly, with Lens rising over 11%, COWELL rising 2.46%, AAC TECH rising 1.72%, and FIH rising 1.73%. Apple Inc. is scheduled to hold its autumn launch event on September 9, where the iPhone 17 series is expected to be unveiled. Analysts are optimistic about Apple's future investment and hardware innovation cycle, believing that the valuation of the Apple supply chain sector is likely to recover

According to Zhitong Finance APP, Apple concept stocks are among the top gainers. As of the time of publication, Lens (06613) rose by 11.02% to HKD 28.82; COWELL (01415) increased by 2.46% to HKD 34.2; AAC TECH (02018) went up by 1.72% to HKD 46.02; and FIH (02038) climbed by 1.73% to HKD 15.25.

In terms of news, Apple announced on August 27 that it plans to hold a major autumn product launch event at 10 AM on September 9 (1 AM Beijing time on the 10th), where it is expected to unveil the iPhone 17 series. Cathay Securities pointed out that Apple is in talks with Google to empower a revision of Siri, actively seeking external cooperation while simultaneously accelerating AI development through independent efforts, with the results expected to exceed expectations by 2026.

CITIC Securities previously noted that the current valuation of representative companies in the Apple supply chain is relatively low, and they are optimistic about the emotional recovery brought by the phased negative news in the supply chain; they also have a positive outlook on Apple's hardware innovation cycle from 2025 to 2027. Financial Information Securities stated that Apple's announcement of an additional USD 100 billion investment commitment in the U.S. marks a total investment of up to USD 600 billion over the next four years, significantly accelerating its investment pace in the U.S. in exchange for exemptions from punitive tariffs on iPhone assembly in India, which is expected to lead to a recovery in the valuation of the supply chain sector

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