According to the Zhitong Finance APP, Apple concept stocks are leading the gains. As of press time, BYD Electronic (00285) rose by 5.91% to HKD 39.4; Cowell (01415) rose by 4.93% to HKD 23.4; Q Tech (01478) rose by 3.1% to HKD 4.33; and Sunny Optical (02382) rose by 1.95% to HKD 49.65.
On the news front, Apple has announced its AI strategy, integrating its new Apple Intelligence technology into a range of applications, including Siri, and partnering with OpenAI to introduce ChatGPT to devices such as the iPhone. Apple is also advancing the integration of large model products from other companies, which is expected to boost future sales of iPhone, iPad and Mac computers.
China International Capital Corporation pointed out that Apple Intelligence supports the upgrade of iPhone 15 Pro series and above models, which is expected to significantly increase user demand for upgrades, driving up Apple's sales. The use of AI is expected to further drive user upgrades, and the domestic Apple supply chain is expected to benefit significantly. Soochow Securities pointed out that various companies in the Apple industry chain are expected to lead technology upgrades. It is optimistic about the ability of the AI terminal ecosystem to accelerate and create new downstream demand.