Super fuel ahead! Apple released its archive on September 10. Is this a welcome destination for Hong Kong American shares?

At 1am on September 10th, Beijing time, $Apple (AAPL.US)$ An autumn press conference will be held in 2025,The theme of this launch event is “Awe dropping”, and the iPhone 17 series, Apple Watch, AirPods Pro 3 and more will be released at this time.

Aside from trusting investors taking care of Apple's new products,More about what does this mean for Apple, what is the impact of fruit chains, or 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 there is no hope of eliminating the cost pressure.It is possible to reverse the phenomenon of the share price decline, which has been the catalyst that drove the rise in Apple's share price 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 $Qualcomm (QCOM.US)$ , $Micron Technology (MU.US)$ , $Taiwan Semiconductor (TSM.US)$ , $Broadcom (AVGO.US)$ , $Texas Instruments (TXN.US)$ , $STMicroelectronics (STM.US)$ , $Cirrus Logic (CRUS.US)$ , $Analog Devices (ADI.US)$ , $NXP Semiconductors (NXPI.US)$ , $Western Digital (WDC.US)$ , $ASE Technology (ASX.US)$ , $Sony (SONY.US)$ , $3M (MMM.US)$ , $FIT HON TENG (06088.HK)$ , $Jabil (JBL.US)$ , $LENS (06613.HK)$ , $Corning (GLW.US)$ , $SUNNY OPTICAL (02382.HK)$ , $COWELL (01415.HK)$ , $Q TECH (01478.HK)$ , $Flex Ltd (FLEX.US)$ , $Knowles (KN.US)$ , $AAC TECH (02018.HK)$ , $Amphenol (APH.US)$ , $Skyworks Solutions (SWKS.US)$ , $Qorvo (QRVO.US)$ , $BYD ELECTRONIC (00285.HK)$ , $FIH (02038.HK)$ .

However, without the exception of this publication, the Analyst who understands Apple's best understanding of Apple will come clean.Apple plans to launch a new foldable iPhone in 2026, and a foldable iPad is planned to be released next year in 2028.The two foldable equipment uses an ultrathin glass roof solution, and Corning supplies glass materials exclusively from 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,With the exception of Anthropic and OpenAI, Apple will continue to discuss the possibility of using Gemini as a new version of Siri in the early morning discussions.

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.

In terms of folding screen phones,Citi recognizes that the iPhone has been successful in recent exterior updates, but the true product shape will stress the folding body now.

In the field of AR/VR headsets,According to Citi, Vision Pro currently accounts for about 30% of the use of related devices, with more than 30% opting for Vision Pro when planning to purchase new headsets.

Therefore,Citi expects Apple's upcoming launch of its 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.

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