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异动直击 | 苹果概念股再度走高，舜宇光学涨近5%，生成式AI有望带动产业链爆发

Unusual move | Apple supplier stocks are rising again, Sunny Optical Technology rose nearly 5%, and generative AI is expected to drive the industry chain to explode.

Zhitong Finance ·  Jun 6 10:21

On June 6th, apple supplier stocks rose again, and as of press time,$SUNNY OPTICAL (02382.HK)$rose 4.48%, to HK$49.0;$COWELL (01415.HK)$rose 4.58%, to HK$22.85;$AAC TECH (02018.HK)$rose 2.68%, to HK$24.9;$Q TECH (01478.HK)$rose 2.06%, to HK$3.47.

On May 31st, Miguhuyu's sub-product Migushanpao released a notice on transformation and upgrading (discontinuation) announcement. The announcement shows that, due to business adjustment, Migushanpao will cease operation and service completely on August 31, 2024. To protect important data resources of users on the platform, Migushanpao supports users to export and backup data or migrate to other sports Apps such as Keep. Migrating data to the leading sports App, Keep, has become the first choice for many users.
On May 31st, Miguhuyu's sub-product Migushanpao released a notice on transformation and upgrading (discontinuation) announcement. The announcement shows that, due to business adjustment, Migushanpao will cease operation and service completely on August 31, 2024. To protect important data resources of users on the platform, Migushanpao supports users to export and backup data or migrate to other sports Apps such as Keep. Migrating data to the leading sports App, Keep, has become the first choice for many users.

On the news front, the Apple Worldwide Developers Conference (WWDC) 2024 will be held on June 11, with the Automatic Differentiation (AD) feature potentially becoming the highlight of the event. Guosen Securities pointed out that following three consecutive quarters of high growth in the Android industry chain, as the performance base increases, the market's attention on the cyclical recovery of sales data has weakened, and the expectation for growth logic driven by innovation and device upgrades is higher. Therefore, during the landing process of Apple's large-scale share buybacks and WWDC's AI innovation expectations in June, the Apple industry chain with a larger fund capacity is still an important allocation direction. Huaxin Securities determined that Apple's continuous efforts in the AD field have the potential to drive both the Apple industry chain and the AI mobile phone industry chain to explode.

The translation is provided by third-party software.


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