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Exciting news ahead! Apple has scheduled its launch event for September 10, and which of these 28 Hong Kong and US stocks is poised for a breakout?
At 1am on September 10th, Beijing time, $Apple(AAPL.US)$ The theme of the launch event will be “Awe dropping” in the fall of 2025, at which time the iPhone 17 series, Apple Watch, AirPods Pro 3 and more will be released.
Aside from the new product that Apple is concerned about, trust investors will pay more attention to the apple fruit. What does the link mean, is there an investment opportunity?
Previous Post“Apple Publishes the First Week of Meeting! When Is the Best Time to Buy iPhone 17 Now?In the meantime, Bull has sorted out the Apple share price performance of the recent new product launch, and interested fellow investors can click to read.
It is now widely expected that Apple will either go through a series of small product line adjustments, in effect seven years after the iPhone's initial price surge, or it will drive iPhone average sales growth of 5%, far outpacing the expected 1%. This strategy has become a reality, and it is not only possible to reverse the threat of a drop in the share price, which has been the catalyst that drove Apple's share price rise earlier in the year.
The appearance of the fruit chain has become the focus of the market's attention, leaving Apple's share price reserve out of concern. Beef managed Apple Industry ChainIndustryChain to supply our friend fellowinvestor's reference:
As shown in the above chart, the Apple industry chain IndustryChain on the Hong Kong stock market includes $Qualcomm(QCOM.US)$ 、 $Micron Technology(MU.US)$ 、 $Taiwan Semiconductor(TSM.US)$ 、 $Broadcom(AVGO.US)$ 、 $Texas Instruments(TXN.US)$ 、 $STMicroelectronics(STM.US)$ 、 $Cirrus Logic(CRUS.US)$ 、 $Analog Devices(ADI.US)$ 、 $NXP Semiconductors(NXPI.US)$ 、 $Western Digital(WDC.US)$ 、 $ASE Technology(ASX.US)$ 、 $Sony(SONY.US)$ 、 $3M(MMM.US)$ 、 $FIT HON TENG(06088.HK)$ 、 $Jabil(JBL.US)$ 、 $LENS(06613.HK)$ 、 $Corning(GLW.US)$ 、 $SUNNY OPTICAL(02382.HK)$ 、 $COWELL(01415.HK)$ 、 $Q TECH(01478.HK)$ 、 $Flex Ltd(FLEX.US)$ 、 $Knowles(KN.US)$ 、 $AAC TECH(02018.HK)$ 、 $Amphenol(APH.US)$ 、 $Skyworks Solutions(SWKS.US)$ 、 $Qorvo(QRVO.US)$ 、 $BYD ELECTRONIC(00285.HK)$ 、 $FIH(02038.HK)$ 。
Apart from this release, Apple's most knowledgeable Analyst explained that Apple plans to launch a new foldable iPhone in 2026 and a foldable iPad in 2028. The two foldable equipment uses an ultrathin glass roof solution, and the glass material is exclusively supplied by Corning.
According to the report, sales of the folding iPhone will reach 800~10 million VND in 2026, and it is expected to grow to 25 million by 2027. The pricing strategy of the folding iPad will be more advanced, offering a display area of 18 to 20 inches in the unfolded state, while the folding case retains the portable form factor. This will be the largest mobile device display in Apple's history, so sales are expected to be secured.
Citi believes Apple's true growth will come from three major product launches this year: the premium Siri, the foldable phone and the Vision Pro 2, which will drive a stronger switching cycle.
In terms of AI strategy, apart from Anthropic and OpenAI, Apple discussed the possibility of using Gemini to power the new version of Siri in an early discussion with Yuka.
Citi recognizes Apple's commitment to partnering with other major language model providers, while Apple will continue to develop its own Apple base model and increase AI investment and capital support over the long term.
When it comes to folding screen phones, Citi recognizes that the iPhone has been successful in its exterior updates, but the correct product shape will emphasize the folding design now.
In the area of AR/VR headsets, Citi noted that Vision Pro currently has about 30% of the usage of related devices, and more than 30% of users who plan to purchase new headsets have opted for Vision Pro.
As such, Citi expects Apple's advanced Siri, foldable phone and the Vision Pro 2 three-car will be key drivers for driving a stronger mobile cycle.
Overall, due to concerns about the market, Apple and AI innovation seasons, the value of the Fruit Chain Sector has dropped to a low level, so the market is waiting for new product releases to stimulate the share price and create a correction in valuation.
