Understanding the Market | Most Apple concept stocks are active, COWELL rises over 5%, AAC TECH rises over 3%

Most Apple concept stocks are active. As of the time of publication, COWELL rose 5.27% to HKD 33.94; AAC TECH rose 3.62% to HKD 43.5; BYD Electronics rose 3.55% to HKD 42.56; Lens Technology rose 2.73% to HKD 27.08. On the news front, it was reported that TF International Securities analyst Ming-Chi Kuo revealed that Apple plans to launch its first foldable iPhone in 2026 and follow up with a foldable iPad in 2028. In addition, the consumer electronics sector is entering a peak season for new product launches. Huawei will hold the Huawei Mate XTs Extraordinary Master and All-Scenario New Product Launch Conference today, where it will unveil a new Huawei triple-folding screen phone. Apple officially announced that its fall 2025 launch event will be held at 1 AM Beijing time on September 10, during which new products such as the iPhone, Apple Watch, and AirPods will be released. Guosheng Securities pointed out that the medium to long-term growth logic of the consumer electronics sector remains solid, the trend of AI innovation industries is clear, and the implementation of edge AI is expected to accelerate the replacement cycle of terminals such as mobile phones, driving hardware upgrades, and is optimistic about the sector's recovery elasticity