According to Zhitong Finance APP, Apple concept stocks are among the top gainers. As of the time of publication, COWELL (01415) rose by 9.91% to HKD 29.94; FIT HON TENG (06088) increased by 9.21% to HKD 3.32; Sunny Optical (02382) climbed by 5.65% to HKD 78.45; AAC Technologies (02018) went up by 4.51% to HKD 44.94.
On the news front, U.S. President Trump signed an executive order on the 6th, imposing an additional 25% tariff on products exported from India to the U.S. under the pretext of India &#34;importing Russian oil directly or indirectly.&#34; This tariff policy may directly impact Apple's manufacturing strategy in India. According to Canalys data, due to trade friction risks, suppliers have been continuously stocking up in advance, leading to a 1% increase in U.S. smartphone shipments in the second quarter of 2025. The share of U.S. smartphones assembled in China dropped from 61% in the second quarter of 2024 to 25% in the second quarter of 2025. India has compensated for most of this decline, with the total number of &#34;Made in India&#34; smartphones increasing by 240% year-on-year, currently accounting for 44% of total U.S. smartphone imports, compared to just 13% in the second quarter of 2024.
Additionally, Apple's Q3 financial report for fiscal year 2025 showed impressive performance, with total revenue reaching USD 94.04 billion, a year-on-year increase of 10%, marking the strongest quarterly revenue growth since December 2021; net profit was USD 23.434 billion, up 9% year-on-year, with diluted earnings per share of USD 1.57, a 12% increase year-on-year. Notably, Apple's revenue from the Greater China region during this period was USD 15.369 billion, a year-on-year increase of 4%, indicating a recovery in the Chinese market

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Apple concept stocks performed strongly, with COWELL rising 9.91%, FIT HON TENG rising 9.21%, Sunny Optical rising 5.65%, and AAC Technologies rising 4.51%. Trump's 25% tariff increase on India may affect Apple's manufacturing strategy in India. According to Canalys data, U.S. smartphone shipments are expected to grow by 1% in 2025, while the proportion assembled in China will decrease to 25%, and smartphones manufactured in India will increase by 240% year-on-year, accounting for 44% of total U.S. imports. Apple's revenue for the third quarter of fiscal year 2025 reached $94.04 billion, a year-on-year increase of 10%

- Apple-related stocks have seen significant gains, with Highpower International rising 9.91% and Sunny Optical increasing by 5.65%.  
- On August 6, President Trump signed an executive order imposing a 25% tariff on Indian products, potentially impacting Apple's manufacturing strategy in India.  
- In Q2 2025, U.S. smartphone shipments grew by 1% due to trade tensions, while the share of smartphones assembled in China dropped from 61% to 25%, with Indian-made smartphones increasing by 240%.

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Understanding the Market | Apple concept stocks lead in gains as Trump imposes an additional 25% tariff on India, directly impacting Apple's manufacturing strategy in India