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Hong Kong stock concept tracking | Orders increased by 30% to 17 million units! The Huawei Mate 70 series is "soaring" as consumer electronics sound the horn of recovery (with related stocks included).
According to the news from Wall Street Journal, Huawei's Mate 70 series has increased orders by 30%, with the total stockpiling quantity raised to 17 million units.
Hong Kong stocks abnormal | Apple supplier stocks rose, q tech (01478) surged over 9%. Institutions bullish on the positive pull of the industry chain in the first quarter of next year.
Apple supplier stocks are rising. As of the time of this report, q tech (01478) is up 9.18%, trading at 6.66 HKD; byd electronics (00285) is up 5.05%, trading at 39.5 HKD; aac tech (02018) is up 3.51%, trading at 38.35 HKD.
The apple supplier concept has shown some gains, with BYD Electronics (00285) up 3.59%. Institutions indicate that the revenue of the apple supplier companies is expected to grow significantly in the first quarter of next year.
Jingu Finance | Some apple suppliers rose, BYD Electronics (00285) increased by 3.59%, q tech (01478) rose by 2.62%, cowell (01415) increased by 1.27%, vstecs (00856) rose by 1.17%, aac tech (02018) followed with an increase of 0.4%. Nomura believes that due to the long design cycle of apple products (usually at least 1.5-2 years), the iPhone 16 series launched this year has not fully adapted hardware to AI applications, and the iPhone 17 series in the second half of next year may be the first truly apple product.
Hong Kong stocks fluctuate | aac tech (02018) rises more than 3% again, reaffirming the growth guidance for the year. The company's product upgrades and profit expansion will continue.
aac tech (02018) rose more than 3% again, as of the time of writing, it is up 2.19%, reported at 37.3 HKD, with a trading volume of 33.4347 million HKD.
The mobile industry chain is collectively on the rise. BYD Electronics (00285) rose by 12.74%. goldman sachs pointed out that the trend of upgrading camera specifications is obvious.
Jingu Wealth News | The mobile industry chain as a whole is on the rise, cowell (00285) up 12.74%, cowell (01415) up 8.35%, fit hon teng (06088) up 6.58%, aac tech (02018) up 6.29%, q tech (01478) up 4.19%, sunny optical (02382) up 3.18%. Goldman Sachs research indicates that in 2024, the shipment growth of smart phone market in China is slowing down, with a 1% year-on-year decrease in shipments in October, while a 6% year-on-year increase from January to October. Monthly market shipments peaked in May after reaching a high in May.
Hong Kong stocks are moving abnormally | Apple supplier stocks continue to rise. It is reported that Apple has ordered M5 chips from taiwan semiconductor, and AI edge applications are accelerating.
Apple concept stocks continue to rise. As of the time of publication, BYD Electronics (00285) rose by 9.7% to HK$37.9; Cowell (01415) rose by 6.36% to HK$26.75; Q Tech (01478) rose by 5.87% to HK$6.31; AAC Tech (02018) rose by 4.86% to HK$36.75; Sunny Optical (02382) rose by 3.18% to HK$64.95.
