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Hong Kong stocks are moving | Apple concept stocks rise in early trading, as Apple AI is about to go online. Institutions are bullish on the increase in demand brought by AI implementation.
Apple supplier stocks rose across the board in the morning session. As of the time of writing, Sunny Optical (02382) rose by 4.65% to HK$49.5; Cowell (01415) rose by 4.12% to HK$21.5; aac tech (02018) rose by 3.57% to HK$31.9.
Apple supplier concept stocks all fell q tech (01478) fell by 3.89% Rumor of Apple significantly reducing Vision Pro production
Kingwu Financial News | Apple supplier stocks across the board declined, Q Tech (01478) fell by 3.89%, AAC Tech (02018) fell by 3.72%, Cowell (01415) fell by 3.58%, BYD Electronic (00285) fell by 3.64%, FIH (02038) fell by 3.13%, Sunny Optical (02382) fell by 2.8%. On the news front, there are reports quoting Vision Pro component suppliers that Apple has significantly reduced Vision Pro production since early summer and may stop production of the current version by the end of the year.
aac tech (2018.HK) acoustic business is expected to reach a scale of 10 billion this year, with a gross margin of around 30%.
In 2024, the consumer electronics industry continues to recover, especially with the launch of AI phones represented by iPhone 16 and foldable phones represented by Huawei Mate XT, opening up new development opportunities for the industry. Starting in late October, models such as Xiaomi 15, OPPO Find X8, Vivo X200, OnePlus 13, and others will be launched in quick succession, setting the stage for the annual flagship model battle. The latest report from market research institution Canalys predicts that the global smart phone shipment volume will reach 1.2 billion units in 2024, a 5% year-on-year increase, with the market sentiment continuing to improve globally.
Volume surges again! Don't miss out on this round of technology bull run.
Renewed
A Look At The Fair Value Of AAC Technologies Holdings Inc. (HKG:2018)
Big change in the wind! The technology boom is sweeping the market, and the Hong Kong stock semiconductor sector is booming across the board.
①With the sudden surge of technology trend in the market, how do institutions view it? ②Hong Kong stocks related to chips are all surging, which bullish factors are currently brewing?
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