---
title: "Since the second quarter, institutions have been intensively researching companies in the Apple supply chain"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/244141287.md"
description: "According to Choice data, since the second quarter, institutions have conducted intensive research on more than 60 Apple supply chain companies, including Luxshare Precision, BOE, LY iTECH, Dongshan Precision, SUNWODA, Lens Technology, SUNWAY COMM, and Anjie. Institutional analysis indicates that in the future, as Apple increases its investment in the AI field and launches smarter voice assistants, the iPhone is expected to usher in a new replacement cycle, benefiting supply chain companies"
datetime: "2025-06-11T22:21:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/244141287.md)
  - [en](https://longbridge.com/en/news/244141287.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/244141287.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/244141287.md) | [繁體中文](https://longbridge.com/zh-HK/news/244141287.md)


# Since the second quarter, institutions have been intensively researching companies in the Apple supply chain

According to Choice data, since the second quarter, institutions have conducted intensive research on more than 60 Apple supply chain companies, including Luxshare Precision, BOE, LY iTECH, Dongshan Precision, SUNWODA, Lens Technology, SUNWAY COMM, and Anjie. Institutional analysis indicates that in the future, as Apple increases its investment in the AI field and launches smarter voice assistants, the iPhone is expected to usher in a new replacement cycle, benefiting supply chain companies

### 相关股票

- [SUNWODA (300207.CN)](https://longbridge.com/zh-CN/quote/300207.CN.md)
- [LY iTECH (002600.CN)](https://longbridge.com/zh-CN/quote/002600.CN.md)
- [Anjie (002635.CN)](https://longbridge.com/zh-CN/quote/002635.CN.md)
- [SUNWAY COMM (300136.CN)](https://longbridge.com/zh-CN/quote/300136.CN.md)
- [BOE (000725.CN)](https://longbridge.com/zh-CN/quote/000725.CN.md)
- [DSBJ (002384.CN)](https://longbridge.com/zh-CN/quote/002384.CN.md)
- [LUXSHARE-ICT (002475.CN)](https://longbridge.com/zh-CN/quote/002475.CN.md)
- [Lens (300433.CN)](https://longbridge.com/zh-CN/quote/300433.CN.md)
- [BOE VARITRONIX (00710.HK)](https://longbridge.com/zh-CN/quote/00710.HK.md)
- [BOE (200725.CN)](https://longbridge.com/zh-CN/quote/200725.CN.md)

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