Market Insight | Apple concept stocks rose in early trading, revealing that Apple's smart glasses will be added to the Vision Pro headset. Shipments of Vision Pro may peak in the short term

According to the Zhitong Finance and Economics APP, Apple concept stocks rose in early trading. As of the time of publication, GoerTek Electronics (01415) rose by 4.33% to HKD 24.10; Sunny Optical (02382) rose by 3.12% to HKD 47.95; AAC Technologies (02018) rose by 2.17% to HKD 30.55; Q TECH (01478) rose by 1.44% to HKD 4.22.

On the news front, according to media reports, Apple is planning to introduce its smart features into its Vision Pro headset product. According to insiders, this plan is not expected to be realized within this year.

Recently, the domestic version of Apple's Vision Pro headset was officially launched on June 28th, starting at a price of RMB 29,999. Apple's Chinese official website has specifically launched a countdown for the Vision Pro sale, calculated in seconds, and has already opened up Vision Pro experience reservations. Before the official sale, the reservation experience in Beijing has been scheduled until July 3rd. In the industry's view, after the launch of Vision Pro in the mainland, it will undoubtedly become a new hot spot in consumer electronics, and there will also be a peak in shipments in the short term. However, it is hard to say how long this enthusiasm will last.

In addition, Citigroup released a research report pointing out that the improvement in China's iPhone retail sales will be a positive catalyst for companies in Apple's supply chain. Analysts' industry surveys show that since the 618 shopping festival, iPhone retail sales in China have increased by 20% year-on-year. Whether this recent momentum will continue remains to be seen. Citigroup analysts stated that so far this year, iPhone retail sales are still down by double digits compared to the same period in 2023, while overall smartphone sales have increased by 2%-3%