Hong Kong Stock Market Review: Collective Counterattack

Apple's new high drives consumer electronics collective counterattack, Morgan Stanley expects the iPhone 16 series stocking target to be around 85-90 million units, with market expectations for at least 20-30 million units of incremental growth next year driven by the new iPhone and iPhone SE. Apple Intelligence may face obstacles, but higher-than-expected sales in North America will trigger a wave of upgrades. Hon Hai's stock price is rising, and Apple is poised for a large-scale upgrade wave at any time. BYD ELECTRONIC is a target in the supply chain, while also covering the two major tracks of smartphones and new energy vehicles, with servers expected to become a new growth driver