Citigroup in "The Big Bank": Apple (AAPL.US) iOS 18.2 meets expectations and holds an optimistic attitude towards the iPhone 17 update cycle.

Citigroup released a report stating that Apple (AAPL.US) announced that the release of iOS 18.2 meets expectations and maintains an optimistic attitude toward the iPhone 17 update cycle. Apple released iOS 18.2 yesterday (the 11th), which introduced multiple features of Asia Vets, including the highly anticipated integration of ChatGPT into Siri and writing tools, Image Paradise, visual intelligence, Genmoji, and achieved localized English in six countries. The firm believes that the aforementioned updates are generally in line with expectations, with the main appeal of Asia Vets.

AASTOCKSDec 12 10:44

Quick view of the Hong Kong market | All three major indexes fell, with the tech index dropping over 1%; tech stocks and Insurance stocks weakened, Bilibili fell more than 5%; FOSUN TOURISM resumed trading and rose by 80%.

Network Technology stocks fell broadly, JD-SW fell by 2.80%, MEITUAN-W fell by 2.79%; Digital Health stocks declined, ZA ONLINE fell by 1.85%, MediChina fell by 1.41%; Real Estate Developers' stocks also fell, SUNAC rose by 5.36%, SHK PPT fell by 2.55%;

Futu NewsDec 11 16:21

Jefferies Adjusts Cowell EHoldings' Price Target to HK$35 From HK$31, Keeps at Buy

MT NewswiresDec 11 16:11 · Ratings

Friedrich: Reaffirm COWELL (01415) "Buy" rating, Target Price raised to 35 HKD.

Frost & Sullivan expects that COWELL will further increase its share in the non-main camera lens segment of the iPhone.

Zhitong FinanceDec 11 15:26 · Ratings

Fubon Securities raises COWELL (01415.HK) Target Price to 35 yuan, expects to further expand its share of non-main camera lenses for iPhones.

Futurology released a report predicting that COWELL (01415.HK) will further expand its share in the non-main camera lens for iPhones and penetrate the main camera lens from 2026 to 2027, gradually achieving an overall market share of 30 to 35% for rear cameras by 2028 to 2030. Apple may launch more innovative IoT products with AI capabilities, which could increase the demand for camera lenses. Futurology stated that COWELL's current price corresponds to a projected PE ratio of 17 times for next year, with a PEG ratio of only 0.5 times, while the industry average PE ratio is 21 times, with a PEG ratio of 0.8 times.

AASTOCKSDec 11 14:22

Hong Kong Stock Market Afternoon Review | The three major Indexes showed mixed results, with Gold and Medical Devices stocks rising, Siasun Robot&Automation surged over 24%, and ZHAOJIN MINING increased by over 5%.

Network Technology stocks declined, with Bilibili-W falling by 2.93% and SenseTime-W dropping by 1.25%; Golden Industrial Concept stocks strengthened, as LINGBAO GOLD rose by 6.18% and ZHAOJIN MINING increased by 5.47%; Insurance stocks decreased, with China Pacific Insurance down by 2.08% and New China Life Insurance falling by 1.34%;

Futu NewsDec 11 12:10