Understanding the Market | Apple concept stocks rose in the morning as the traditional peak season for smartphones in the fourth quarter approaches. Institutions are optimistic about opportunities in consumer electronics under the backdrop of AI intelligence
Apple concept stocks rose in the morning, with FIT HON TENG up 10.27%, FIH up 4.61%, Q TECH up 3.01%, and COWELL up 2.94%. Analysts believe that Apple's upcoming new products, such as the iPhone 17 series and AirPods Pro 3, will drive the market, and under the backdrop of AI intelligence, the consumer electronics industry has a promising outlook. Institutions are optimistic about Apple's hardware innovation cycle and AI-related investment opportunities, suggesting attention to the Apple supply chain
According to Zhitong Finance APP, Apple concept stocks rose in the morning session. As of the time of publication, FIT HON TENG (06088) rose by 10.27% to HKD 4.83; FIH (02038) rose by 4.61% to HKD 16.55; Q TECH (01478) rose by 3.01% to HKD 15.04; COWELL (01415) rose by 2.94% to HKD 32.9.
In terms of news, Apple will launch the iPhone 17 series, AirPods Pro 3, and Apple Watch Series 11 products at its fall 2025 product launch event. CITIC Securities believes that the core highlights of this new product lineup include the iPhone Air model, blood pressure monitoring on the watch, and AI real-time translation features for the headphones. The firm believes that Apple has still adopted a relatively prudent pricing strategy for the new iPhone models, starting at 256GB, maintaining the same starting price as previous models while upgrading product specifications. They are optimistic about Apple's hardware innovation cycle and subsequent AI advancements from 2025 to 2027.
Tianfeng Securities' research report indicates optimism regarding investment opportunities related to edge AI, supported by policies, led by industry giants, and the upcoming product launch event. Apple's recent developments highlight its determination for product innovation in edge AI, which may exceed expectations in terms of user experience and sales, suggesting attention to the Apple supply chain. Ping An Securities points out that with the arrival of the traditional peak season for mobile phones in the fourth quarter, they are optimistic about opportunities in consumer electronics under the backdrop of AI intelligence
