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Hong Kong Stocks Move Sharply | Sunny Optical Surges Over 9%, Leading Apple-Related Stocks! Apple to Launch Foldable iPhone and AI-Powered Camera AirPods in 2027
Gelonghui, June 17 | Hong Kong-listed Apple-related stocks rose collectively, led by Sunny Optical, which surged over 9%. AAC Technologies gained 3.5%, while Lens Technology, Q Technology, and ASMPT each rose nearly 2%. In news, Apple plans to launch camera-equipped AirPods and a new foldable iPhone in 2027. The company intends to unveil a new generation of AirPods featuring an integrated camera by the end of 2027, alongside multiple new products, including a next-generation foldable smartphone and a special commemorative edition iPhone. These new AirPods will be Apple’s first wearable device primarily focused on artificial intelligence.
HTI Securities raised Lens Technology (06613.HK) target price to HK$33.79, officially entering the hollow-core fiber optics segment.
HTI Securities published a report stating that Lens Technology (06613.HK) has announced, through its wholly owned subsidiary Lens Optoelectronics, a strategic acquisition of a controlling stake in Shenzhen Tongsheng Optoelectronics, officially entering the hollow-core fiber optics segment. This acquisition further enhances Lens Technology’s optoelectronic product capabilities, creates effective synergies with its existing business portfolio, and strengthens its strategic positioning in AI. The report noted that in the second half of the year, Lens Technology stands to benefit significantly from key clients’ foldable smartphone projects. The company is actively supporting its premium-tier clients’ strategic innovation initiatives by supplying UTG glass, PET films, glass brackets, and 3D glass cover plates for these foldable phone projects, which carry high per-unit value and leading market share.
Leading copper-clad laminate producer raises prices again; 13 PCB manufacturers expand capacity—Huaxia Consumer Electronics ETF (159732) rises over 3%, attracting RMB 374 million in inflows for two consecutive days
Gelonghui, June 17 | The PCB/copper-clad laminate price-increase chain in Hong Kong and A-share markets continued to show strength alongside AI hardware plays. Among them, KBT Group surged over 13%, and KBTL Laminates rose nearly 7%, both hitting new all-time highs, lifting the Hang Seng Connect Information Technology ETF (Huaxia, 526000) by 1.81%. On the A-share side, BOE Technology and Tianma Microelectronics reached their daily trading limits, driving the Consumer Electronics ETF (Huaxia, 159732) up sharply by 3.39%, marking its third consecutive gain and attracting net subscriptions of 44 million units intraday. This marks the second straight day of net fund inflows, totaling RMB 3.74 billion. Market news: leading copper-clad laminate producers raised prices + PCB companies announced
Lens Technology Co. Ltd. Class H (6613) Initiated With a Buy at DBS
Deutsche Bank significantly raised its shipment forecast for humanoid robots: doubling to 50,000 units by 2026 and targeting 7 million units by 2050.
Deutsche Bank has significantly revised upward its global shipment forecast for humanoid robots, raising its 2026 projection from the previous baseline of 17,500 units (based on 2025 estimates) to nearly 50,000 units—an increase of more than twofold—and expects global shipments to reach 7 million units by 2050.
Hong Kong Market Close | All Three Major Indices Declined, with Nonferrous Metals and Oil Stocks Leading the Losses
① What impact might Federal Reserve Chair Kevin Warsh’s first FOMC meeting have on the Hong Kong stock market? ② What are the primary reasons behind the ongoing adjustment in the real estate sector?