Understanding the Market | Apple Concept Stocks Continue to Rise, Apple AI Expected to Trigger a Wave of Centralized Upgrades, Potentially Developing Thinner Models for the iPhone 17 Series

According to the information from Zhitong Finance and Economics APP, Apple concept stocks continue to rise. As of the time of publication, Sunny Optical (02382) rose by 4.82% to HKD 52.15; AAC Technologies (02018) rose by 4.43% to HKD 33; BYD Electronics (00285) rose by 3.16% to HKD 40.8; and GoerTek (01415) rose by 1.66% to HKD 24.55.

On the news front, there are reports that Apple is developing a thinner iPhone model, which aligns with previous rumors about the new iPhone 17 Slim model. Renowned Apple leaker Mark Gurman wrote in his latest article that the new iPad Pro lays the foundation for thinner iPhones and other devices. Last month, Apple unveiled hardware products such as the iPad Pro at the "Spring New Product Launch Event," with the 13-inch iPad Pro measuring 5.1mm in thickness and featuring a body shell made of 100% recycled aluminum, making it the thinnest Apple product ever.

Furthermore, Apple announced Apple Intelligence at WWDC, defining a new era of on-device AI. Guosen Securities pointed out that Apple's AI is expected to trigger a wave of device upgrades, with the electronic prosperity cycle resonating with innovative growth. Since the Apple WWDC, the stock prices of NVIDIA, Apple, and Microsoft in the U.S. have successively hit new highs, and A-share industry chain-related companies have also shown strong performance, indicating an increasing market recognition of the trend of hybrid AI combining cloud and on-device capabilities