华福证券指出，短期消费电子终端需求回暖。中长期AI赋能智能终端有驱动手机/PC换机加速。同时，AI负载需要芯片底层架构、内存和整机设计方案改变，带动单机ASP提升，同时新硬件形态的探索加快。消费电子创新节奏提速有望带来行业进入景气周期，同时后续苹果秋季发布会/Windows系统更新等重磅更新催化密集。Apple concept stocks continue to be active. As of the time of writing, Q-Tech (01478) rose by 15.8% to HKD 4.69, AAC Technologies (02018) rose by 3.26% to HKD 26.95, and Sunny Optical Technology (02382) rose by 1.73% to HKD 44.
According to the Smart Finance App, Apple concept stocks continue to be active. As of the time of writing, 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 Cowell Electronics (01415) rose by 1.19% to HKD 21.15.
On the news side, according to the Science and Technology Board Daily, well-known technology journalist Mark Gurman revealed in "Power On" that the Apple team is continuing to experiment and develop a variety of smart glasses products, including the low-cost version Vision Pro, which is expected to be launched next year. In addition, thanks to the strong demand for consumer electronics, 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 has rebounded. In the medium and long term, AI empowers smart terminals to drive the acceleration of mobile phone/PC replacement. At the same time, AI load requires changes in chip underlying architecture, memory, and overall machine design, driving up single machine ASP, and accelerating the exploration of new hardware forms. The acceleration of the pace of innovation in consumer electronics is expected to bring the industry into an upswing cycle, and subsequent heavy updates such as the Apple Fall Conference/Windows system update will catalyze intensively.
