[Brokerage Focus] CMB International expects the integration of Apple's AI function to accelerate the replacement cycle and promote the sales of subsequent Apple hardware products.
Jingwu Finance News | Zhongyin International has released a research report stating that Apple will hold an autumn product launch event called "It's Glowtime" on September 9th (September 10th Beijing time). It is expected that four new models of the Apple iPhone 16, the new generation of Apple Watch (10/Ultra 3), and the fourth generation of AirPods will be released. The report believes that the focus of this new product launch event will be on explaining how to empower the AI (Artificial Intelligence) functions of Apple Intelligence on the newly released terminal products. Although the report believes that the new version of iOS 18...
Zhao Yin International: It is expected that there will be no significant price increase for new iPhone products this year. Recommended stocks include BYD Electronics (00285).
CICC expects that there will be no significant price increase for the new iPhone this year, but the 128GB model may be discontinued, indirectly raising the starting price.
Zhītōng Hǎngǔ jiěpán | Zhōngfēi hézuò lùntán shuǐní xiān xíng Dìchǎn chuánwén kǒng bùshì kōngxué lái fēng
The Hong Kong stock market fell slightly by 0.07%. Although the index did not turn red, the structure is not bad, with more increases than decreases.
Bank of China International: Hardware technology breakthrough + edge AI driving AR glasses industry may be on the eve of change.
With the help of the edge-side agent, AR glasses can achieve real-time collection and feedback of information about objects in the environment, and the interaction method is more direct and natural.
Some apple supplier shares have gained momentum in the afternoon, with Sunny Optical Technology (02382) up 4.75%. Apple is about to release new products, and the market is paying attention to Apple's asia vets.
Jingu Finance: Some apple supplier stocks have strengthened in the afternoon, with Sunny Optical Technology (02382) up 4.75%, Cowell (01415) up 2.26%, Q Tech (01478) up 1.65%, and AAC Tech (02018) following the rise. Market research institution IDC has raised its global smart phone shipment forecast in its latest report, expecting global shipments to reach 1.23 billion units in 2024, a year-on-year increase of 5.8%. Earlier, IDC's forecasted growth rate and shipments were 4% and 1.21 billion units, respectively. The key reason for the raised expectations is AI. IDC stated that with the increasing integration of AI into smart phone
Stocks in Hong Kong | Sunny Optical (02382) rose nearly 4% in the morning. IDC raised its annual forecast for mobile phone deliveries and the company's high-end mobile phone products are expected to continue.
Shun Yu Optics (02382) rose nearly 4% in the morning. As of press time, it rose 3.78% to HK$48.1, with a turnover of HK$0.148 billion.
