Apple Concept stocks rose broadly in the morning; as of the time of writing,$SUNNY OPTICAL (02382.HK)$Up nearly 3%,$AAC TECH (02018.HK)$Increased by more than 3%,$Q TECH (01478.HK)$Increased by over 2%.$COWELL (01415.HK)$Gained more than 2%.
On the news front, Apple's annual developer conference (WWDC 2025) will kick off at 1 PM EST on Monday (1 AM Beijing time on the 10th). Reports indicate that the operating system of the Apple ecosystem will undergo a disruptive design change, with a series of new systems debuting this year incorporating elements from Apple’s headset system, visionOS, leading to a complete update of the styles of icons, menus, applications, windows, and system buttons. AirPods will feature a real-time translation function that will work with iPhones upgraded to iOS 26.
Another point of interest is that the Huawei Pura 80 series and all-scenario new product launch event will be held on June 11 at 14:30, where the Huawei Pura 80 series smartphone will be officially released. Research Reports from Institutions indicate that with the catalyst of new product launches in the second half of the year, Consumer Electronics and the Apple supply chain are likely to experience a recovery in market conditions, alleviating the impact of previous trade relations. China Merchants believes that the short-term valuation of the Apple supply chain has adjusted to a price-performance Range, seizing investment opportunities in quality companies that benefit from hardware innovation and AI resonance in the medium to long term.
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