Stock opportunities tracking | 33 stocks including Alibaba officially included in stocks connect today, guotai junan i will resume trading today
Longfor Group (00960.HK): Accumulated contract sales of 65.14 billion yuan in the first 8 months, with sales of 6.51 billion yuan in August; China Jinmao (00817.HK): Accumulated contract sales of 56.396 billion yuan in the first 8 months, with sales of 6.196 billion yuan in August; Tencent (00700.HK): Invested 1.003 billion Hong Kong dollars to repurchase 2.72 million shares, with a repurchase price range of 365.4-371.2 Hong Kong dollars.
Is the largest ever wave of phone upgrades about to begin? The Apple iPhone 16 is about to debut, and these 24 Hong Kong and US stocks are expected to see a breakthrough.
Sinolink Securities research report pointed out that according to the information of the component supply chain, the iPhone 16 series new machine is expected to have a stock of 88 million to 90 million units, and Apple Intelligence is expected to empower the iPhone 16 new machine, accelerating the replacement cycle. Apple will continue to build its core competitiveness in chips, systems, hardware innovation, and end-side AI models. Apple's AI technology and hardware innovation are expected to drive hardware replacement demand. The competition pattern of the Apple industry chain is good, and it is expected to achieve a simultaneous increase in quantity and price.
Intraday quick view | The three major Hong Kong stock indexes opened low and moved lower, with the technology index falling more than 2%; Nongfu Spring plummeted more than 10%, while Anta performance surged nearly 7%.
Network technology stocks generally fell, with Baidu dropping more than 3%; auto stocks collectively declined, with Nio Inc dropping more than 4% and Li Auto dropping more than 5%; pharmaceutical stocks were active against the trend, with nt pharma surging nearly 17%.
Jibang Consulting: It is expected that the penetration rate of high-end back panel technology in mobile phones will exceed 60% by 2025, driven by foldable screen phones.
Oled has become the mainstream display technology for smart phones, driving the penetration rate of mid-to-high-end backplane technologies such as LTPS and LTPO to nearly 57% in the smart phone market in 2024; by 2025, with improved yield and effective cost control, the penetration rate is expected to challenge 60%.
Express News | Goldman Sachs: Raised AAC Tech's target price to HKD 42.1, expecting the trend of profit margin recovery to continue.
Will the iPhone 16 be unveiled in two weeks? Apple may hold its most anticipated new product launch event on September 10th.
According to the media, the iPhone 16 will be equipped with the A18 chip and will be powered by Apple Intelligence. It will feature a new capture button similar to a shutter and will be available for sale starting September 20. Apple will also release the Apple Watch Series 10 and update the mid-range and low-end AirPods. Apple is currently conducting intensive testing on four Mac models equipped with the M4 chip.