Market Insight | Apple concept stocks continue to rise as Apple plans to increase new iPhone shipments by 10%. Institutions are optimistic about Apple's entry into edge AI innovation
Concept stocks related to Apple continue to rise. As of the time of publication, Q TECH rose by 10.45% to HKD 4.44; SUNNY OPTICAL rose by 3.04% to HKD 47.5; AAC Technologies rose by 2.93% to HKD 33.35; COWELL rose by 3.08% to HKD 25.1. In terms of news, according to media reports, Apple hopes that AI services can drive consumer demand. Apple has informed suppliers and partners that the company plans to ship at least 90 million units of the iPhone 16 in the second half of this year, an expected 10% increase from its predecessor, the iPhone 15, which shipped approximately 81 million units in the second half of 2023. CICC pointed out that looking ahead to the era of edge AI, it is optimistic about Apple's entry into edge AI innovation, driving resonance again in the three elements of interaction innovation, feature upgrades/appearance changes, and closed-source ecosystem. Android manufacturers may also enter the field simultaneously. The second half of 2024 to 2025 may witness the mutual prosperity of the Apple and Android industry chains, with the Hong Kong stock mobile phone chain expected to deeply participate in the wave of innovation
According to the information from Zhitong Finance and Economics APP, Apple concept stocks continue to rise. As of the time of publication, Q TECH (01478) rose by 10.45% to HKD 4.44; SUNNY OPTICAL (02382) rose by 3.04% to HKD 47.5; AAC Technologies (02018) rose by 2.93% to HKD 33.35; COWELL (01415) rose by 3.08% to HKD 25.1.
On the news front, according to media reports, Apple hopes that AI services can drive consumer demand. Apple has informed suppliers and partners that the company plans to ship at least 90 million units of the iPhone 16 in the second half of this year, an expected 10% increase from its predecessor, the iPhone 15, which shipped around 81 million units in the second half of 2023.
CICC pointed out that looking ahead to the era of edge AI, it is optimistic about Apple's entry into edge AI innovation, driving resonance again in the three elements of interaction innovation, feature upgrades/appearance redesign, and closed-loop ecosystem. Android manufacturers may also enter the field simultaneously. In the second half of 2024 to 2025, there may be a common prosperity between the Apple and Android industry chains, and Hong Kong-listed mobile phone chain companies are expected to deeply participate in the wave of innovation