Market Insight | Apple concept remains active, Q TECH soars 15% after performance announcement, Apple reportedly developing AI smart glasses

According to the Wisdom Finance APP, Apple concept stocks remain active. As of the time of publication, Q TECH (01478) rose by 15.8% to HKD 4.69; AAC Technologies (02018) rose by 3.26% to HKD 26.95; Sunny Optical Technology (02382) rose by 1.73% to HKD 44; and GoerTek Inc. (01415) rose by 1.19% to HKD 21.15.

On the news front, according to the Science and Technology Board Daily, well-known tech journalist Mark Gurman revealed in "Power On" that the Apple team is continuing to experiment and develop multiple smart glasses products, including the affordable Vision Pro expected to be launched next year. In addition, benefiting from the strong momentum in consumer electronics demand, Q TECH's revenue in the first half of the year increased by 40% year-on-year, and profits increased by 454% year-on-year.

Huafu Securities pointed out that short-term consumer electronics terminal demand is picking up. In the medium to long term, AI empowers smart terminals to drive the acceleration of phone/PC replacement. At the same time, AI workloads require changes in chip underlying architecture, memory, and overall device design solutions, driving up single machine ASP, while accelerating the exploration of new hardware forms. The faster pace of consumer electronics innovation is expected to bring the industry into a boom cycle, while subsequent heavy updates such as Apple's autumn launch event/Windows system updates will catalyze intensively